About Brad K. Heppner
Dallas-based investor and entrepreneur Brad K. Heppner currently serves as founder, chairman, and chief executive officer of Beneficent Trust Company Holdings, a trust partnership, and Private Equity National Indemnity, an insurance underwriting firm. For the former company, he carries out executive and risk management duties as well as those related to regulatory compliance and strategic development. At the latter, Brad K. Heppner helps lead the institution in its indemnity, fidelity, and investment fraud policy underwriting mission.
Before establishing these two enterprises in 2005, Brad K. Heppner acted as founder and chairman of Security Assurance Advisors. The firm holds the distinction as the first registered risk advisor emphasizing fraud coverage for institutional investors. He sold the company to an industry stakeholder in 2003.
Early in his career, Brad K. Heppner worked as an analyst for Goldman Sachs and Company. Following that role, he joined the John D. and Catherine T. MacArthur Foundation, where he administered more than $3 billion in investments.
Before establishing these two enterprises in 2005, Brad K. Heppner acted as founder and chairman of Security Assurance Advisors. The firm holds the distinction as the first registered risk advisor emphasizing fraud coverage for institutional investors. He sold the company to an industry stakeholder in 2003.
Early in his career, Brad K. Heppner worked as an analyst for Goldman Sachs and Company. Following that role, he joined the John D. and Catherine T. MacArthur Foundation, where he administered more than $3 billion in investments.