Dave Heger

Analyst-Equity at

Edward D. Jones & Co. LP

Finance

Communications

Consumer Services

Profile

Mr. David J.
Heger, CFA MBA, is a Senior Analyst of Equity Research at Edward D.
Jones & Co. LP.
He joined Edward Jones’ Research department in 2012 as a senior research analyst following the communication services sector.
Prior to joining Edward Jones, Mr. Heger was a senior equity analyst following the technology sector at Segall Bryant & Hamill Investment Counsel and an assistant portfolio manager and equity analyst at Kennedy Capital Management.
He also served as an associate vice president and research analyst following communications equipment and services at A.G.
Edward & Sons and worked for several years in network planning, network engineering and sales support roles in the telecommunications industry.
He graduated magna cum laude from Vanderbilt University with a bachelor’s of engineering degree with a major in civil engineering.
He also received an MBA with a major in finance from Indiana University.
He is a member of the CFA Institute and the St. Louis Society of Chartered Financial Analysts.

Dave Heger active positions

Companies	Position	Start
Edward D. Jones & Co. LP Edward D. Jones & Co. LP Investment ManagersFinance Provides financial, wealth and retirement advisory services	Analyst-Equity	30/04/2012

All active positions of Dave Heger

Former positions of Dave Heger

Companies	Position	End
Segall Bryant & Hamill LLC Segall Bryant & Hamill LLC Investment ManagersFinance SBH seeks to provide their clients with strong risk-adjusted returns across a wide array of strategies and asset classes. The firm employs a bottom-up approach and focuses primarily on fundamental factors when analyzing and investing in securities. They place strong emphasis on the risk/reward of all the securities they consider for purchase.	Analyst-Equity	31/05/2011
Kennedy Capital Management LLC Kennedy Capital Management LLC Investment ManagersFinance KCM is an active manager that aims to generate superior returns in the micro, small, and mid-cap domestic equity markets for their clients. The firm uses a detail-oriented, bottom-up proprietary research process driven by a team of more than a dozen sector-specific analysts. Primary drivers for their decision to sell a stock if a change occurs to alter their view of the likely progression of the business include: (1) delivering results below their expectations, (2) a management change, (3) a change in competitive dynamics, and (4) when valuations become full.	Analyst-Equity	31/03/2009
Brooks Fiber Properties, Inc. Brooks Fiber Properties, Inc. Specialty TelecommunicationsCommunications Provides local telecommunications services.	Corporate Officer/Principal	28/02/1997
Southwestern Bell Corp. Southwestern Bell Corp. Specialty TelecommunicationsCommunications Provides telecommunications services	Corporate Officer/Principal	30/04/1995

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Linked companies

Private companies	7
Segall Bryant & Hamill LLC Segall Bryant & Hamill LLC Investment ManagersFinance SBH seeks to provide their clients with strong risk-adjusted returns across a wide array of strategies and asset classes. The firm employs a bottom-up approach and focuses primarily on fundamental factors when analyzing and investing in securities. They place strong emphasis on the risk/reward of all the securities they consider for purchase.	Finance
Brooks Fiber Properties, Inc. Brooks Fiber Properties, Inc. Specialty TelecommunicationsCommunications Provides local telecommunications services.	Communications
Kennedy Capital Management LLC Kennedy Capital Management LLC Investment ManagersFinance KCM is an active manager that aims to generate superior returns in the micro, small, and mid-cap domestic equity markets for their clients. The firm uses a detail-oriented, bottom-up proprietary research process driven by a team of more than a dozen sector-specific analysts. Primary drivers for their decision to sell a stock if a change occurs to alter their view of the likely progression of the business include: (1) delivering results below their expectations, (2) a management change, (3) a change in competitive dynamics, and (4) when valuations become full.	Finance
Edward D. Jones & Co. LP Edward D. Jones & Co. LP Investment ManagersFinance Provides financial, wealth and retirement advisory services	Finance
Vanderbilt University Vanderbilt University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Southwestern Bell Corp. Southwestern Bell Corp. Specialty TelecommunicationsCommunications Provides telecommunications services	Communications
Indiana University Indiana University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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