A Dallas, Texas-based professional offering almost two decades of experience, executive management specialist Brad K. Heppner works as the Chairman and CEO of Beneficient Holdings. Mr. Heppner is credited with creating the original alternative asset allocation fund. In addition, Brad K. Heppner is the first individual to establish an insurance company specializing in the protection of clients from alternative asset management misconduct.

Earlier in his career, Mr. Heppner served as an Analyst at Goldman Sachs & Co. and Director of Investments at the John D. and Catherine T. MacArthur Foundation. Over the years, the entrepreneur has founded 10 firms, including Capital Analytics in Dallas, CoHepCo Management Group, Inc., in Dallas; FYI Networks outside Wichita, Kansas; The Main Office in Dallas; and Security Assurance Advisors in Dallas. In his current post at Beneficient Holdings, he oversees multiple company functions, including regulatory compliance, risk management, and business strategy.

Brad K. Heppner received a Bachelor of Arts in Psychology and General Studies, a Bachelor of Science in Economics, and a Bachelor of Business Administration in Finance from Dallas-based Southern Methodist University. He also holds a Master of Business Administration in Management and International Finance from the Kellogg School of Management at Northwestern University.


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