SAN FRANCISCO, Aug. 17, 2012 /PRNewswire/ -- Heffernan Financial Services recently hired Steve Epstein to join its San Francisco office as Senior Vice President, Senior Portfolio Manager for Heffernan Investment Advisors, focusing on high net worth individuals, corporations and nonprofits.
Formerly a Portfolio Manager and Principal for several major investment firms, Epstein brings over 15 years of experience in managing fixed income, equity and alternative asset portfolios to Heffernan. He is well versed in multiple aspects of the investment management business, including research, marketing, trading & operations, as well as developing business plans.
Epstein graduated from Vassar College and holds a Master of Business Administration from The Wharton School, University of Pennsylvania.
About Heffernan Financial Services
Heffernan Financial Services advises individuals, corporations and endowments. Founded in 1991, the firm specializes in integrated financial advice and offers an array of services that include investment advisory, corporate retirement plan design and implementation, estate and financial planning, nonprofit consulting, and cash management. Heffernan Financial Services was named one of the Top Wealth Advisors in the Greater Bay Area in 2012 by the San Francisco Business Times based on quantitative and qualitative criteria. Heffernan Financial Services was also named one of PLANADVISER's 2010 Top 100 Retirement Plan Advisers and Adviser Teams of the Year based on nominations from industry peers and quantitative factors, including number of plans and dollar value of plan assets under advisement. For more information, please visit heffgroupfs.com or call 800.829.9996.
About Heffernan Investment Advisors
Heffernan Investment Advisors, a part of Heffernan Financial Services, is a privately held registered investment advisory firm, offering investment advice for corporations, foundations and individuals. HIA is a fee-only investment advisor, and is owned by Heffernan Insurance Brokers, a full-service, independent insurance brokerage firm in California (License 0564249).
SOURCE Heffernan Financial Services