About Brad K. Heppner

Founder, Chief Executive Officer & Chairman At Beneficient Trust Company Holdings, L.P.

 

An investment professional with decades of experience, Brad K. Heppner has founded or purchased 10 companies based in the financial services and insurance sectors over the course of his career. Of the 10, he has sold seven to major Wall Street entities or to institutionally supported management teams. Brad K. Heppner currently acts as chief executive officer, founder, and chairman for two firms: Beneficent Trust Company Holdings, an investment firm, and Private Equity National Indemnity, a class 3 chartered insurance underwriting company. Beneficent Trust stands as the first US-based trust with permission to hold its capital in alternative asset funds, while Private Equity National focuses on insuring investors against fraud and negligence in the alternative asset realm.

In preparation for his career, Brad K. Heppner enrolled at Southern Methodist University, from which he received bachelor's degrees in psychology, economics, and finance. Continuing his education, he earned his master of business administration in management and international finance from the Kellogg School of Management at Northwestern University.