Jack W. Heidelberg, CFA

Biography

Jack, a Jackson native, started with MAG CAP at the beginning of 2023. He has a unique background in fixed income securities that provides value for the MAG CAP team. In addition, Jack is a CFA charter holder and assists Stephen Griner in research on discretionary asset management for individuals and institutions. Jack also heads the Betterment platform for younger investors, who are just beginning their investment journey.

Prior to joining wealth management, Jack worked in sell-side institutional sales and trading at UBS, focusing primarily on municipal bonds. He assisted in covering mutual funds, insurance companies, bank portfolios, and SMA strategies while working in New York City. This experience provided him with exposure to some of the largest portfolio managers in the country and helped shape his macro-level views of the market. Jack uses this experience to choose investment options for his clients, depending on their individual circumstances. He follows selective money managers to formulate opportunistic strategies for his clients. He is a constant reader of research and manager commentary.

Jack and his wife, Melissa Heidelberg, moved home from NYC to have their first child. In February of 2022, they welcomed their daughter, Isla. He worked at WealthPlus as a wealth manager prior to joining MAG CAP.  Jack is an active member of the Mississippi CFA society.

Education

Bachelor of Business Administration with an emphasis in Finance, Mississippi State University

Bachelor of Arts in Communication with an emphasis in Public Relations, Mississippi State University

Designations

Chartered Financial Analyst, CFA®