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Scot Heggen

Head Equity Trader at CSM Advisors, LLC

Lakeville, MN , United States

About

Scot Heggen is the Head Equity Trader at CS McKee, based in Lakeville, MN, where he oversees equity trade execution and collaborates closely with portfolio managers to ensure efficient market access and best execution practices. His role encompasses managing trades for a broad suite of equity strategies, with an emphasis on large-cap, small- and micro-cap, and value-oriented equities across both core and contrarian disciplines. Heggen plays a key part in a team that handles over $3.4 billion in equity assets, specifically focusing on identifying market inefficiencies in U.S. equities.

Before joining CS McKee in April 2025, Heggen served as Head Equity Trader at Foundry Partners, LLC for more than a decade, gaining substantial experience in institutional equity trading and strategy integration. He has also contributed to industry leadership as a board member of the MSDA, advancing professional standards and market transparency. His expertise lies in trade execution for institutional clients and maintaining disciplined processes designed to eliminate value traps and capture excess returns in various equity market segments.

Heggen holds a Master of Business Administration (MBA) from the University of Minnesota’s Carlson School of Management and a Bachelor of Arts from Luther College. Recognized for his deep sector knowledge and risk management acumen, he is noted for integrating behavioral finance insights into trade strategy, enhancing returns while minimizing investor biases.

Career History

OrganizationRoleDate RangeDetails
CS McKeeHead Equity TraderApr 2025 to Present
Foundry Partners, LLCHead Equity TraderJan 2013 to Apr 2025
MSDABoard of DirectorsJan 2018 to Dec 2020
Black River Asset ManagementSenior Equity Analyst and TraderAug 2005 to Jun 2012
RedSky PartnersQuantitative Analyst and TraderFeb 2002 to Aug 2005
Thrivent Financial for LutheransQuantitative AnalystMay 1998 to Jan 2002
Thrivent Financial for LutheransSenior UnderwriterSep 1992 to Apr 1998

Education

University of Minnesota - Carlson School of Management

Master of Business Administration (MBA)

1997 1999

Luther College

Bachelor of Arts (B.A.)

1988 1992

Skills & Expertise

Option Strategies
Quantitative
Microsoft Office
Equity
Mathematics
Trading
Project Management
Equity Trading
Risk Management
Options
Capital Markets
Customer Service
Microsoft Excel
Leadership
Algorithms
Equities
Derivatives
Public Speaking

Others at CSM Advisors, LLC (9)

NameRoleLocation
Andrew Faderewski
Andrew Faderewski
Investment Manager - Internal PortfoliosSewickley, PA , United States
Brian Allen
Brian Allen
Chief Investment OfficerSewickley, PA , United States
Clayton Wilkin
Clayton Wilkin
Portfolio ManagerAtlanta, GA , United States
S
Shawna Aufman
Senior Equity Portfolio ManagerPittsburgh, PA , United States
Zachary Hubert
Zachary Hubert
Vice President, Portfolio ManagerPittsburgh, PA , United States
Cfa® Cfp®
Cfa® Cfp®
Partner, Portfolio ManagerMalvern, PA , United States
C
Craig N
Senior Portfolio ManagerCleveland, OH , United States
Graham Harkins
Graham Harkins
Portfolio Manager, Value StrategiesCleveland, OH , United States
M
Michael B
Partner, Portfolio ManagerMedina, OH , United States