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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| CS McKee | Head Equity Trader | Apr 2025 to Present | — |
| Foundry Partners, LLC | Head Equity Trader | Jan 2013 to Apr 2025 | — |
| MSDA | Board of Directors | Jan 2018 to Dec 2020 | — |
| Black River Asset Management | Senior Equity Analyst and Trader | Aug 2005 to Jun 2012 | — |
| RedSky Partners | Quantitative Analyst and Trader | Feb 2002 to Aug 2005 | — |
| Thrivent Financial for Lutherans | Quantitative Analyst | May 1998 to Jan 2002 | — |
| Thrivent Financial for Lutherans | Senior Underwriter | Sep 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
Others at CSM Advisors, LLC (9)
| Name | Role | Location |
|---|---|---|
| Investment Manager - Internal Portfolios | Sewickley, PA , United States | |
| Chief Investment Officer | Sewickley, PA , United States | |
| Portfolio Manager | Atlanta, GA , United States | |
S Shawna Aufman | Senior Equity Portfolio Manager | Pittsburgh, PA , United States |
| Vice President, Portfolio Manager | Pittsburgh, PA , United States | |
| Partner, Portfolio Manager | Malvern, PA , United States | |
C Craig N | Senior Portfolio Manager | Cleveland, OH , United States |
| Portfolio Manager, Value Strategies | Cleveland, OH , United States | |
M Michael B | Partner, Portfolio Manager | Medina, OH , United States |