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About
Heather Rasch is a Client Analyst at Chickasaw Capital Management, LLC in Memphis, Tennessee. In this role, she oversees key operational functions including trade reconciliation, onboarding of new accounts, and client support. She plays a vital part in client relations and the efficiency of portfolio operations, supporting the firm’s focus on delivering service to institutional, intermediary, and high net worth clients.
Her experience spans positions at First Tennessee Bank, where she progressed from project manager to department manager within Loan Operations. She later joined Merrill Lynch in Washington, DC, supporting senior management across 27 district offices, and continued in client service and operations roles at Merrill Lynch’s Memphis office and with a high net worth team at Morgan Stanley in St. Louis as a Registered Client Associate.
Heather holds a Bachelor of Arts from Rhodes College. At Chickasaw Capital Management, she supports the firm's investment focus on the midstream energy sector, including master limited partnerships (MLPs), by enabling operational excellence within the firm’s investment management process.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Chickasaw Capital Management, LLC | Client Analyst | Nov 2015 to Present | — |
Education
Rhodes College
Bachelor of Arts - BA
1989 — 1992
Others at Chickasaw Capital Management LLC (13)
| Name | Role | Location |
|---|---|---|
| Managing Director | United States | |
G Geoffrey Mavar | Principal | Memphis, TN , United States |
J Jim Johnstone | Managing Director | North Port, FL , United States |
| Managing Director | Pinehurst, NC , United States | |
| Managing Director | Memphis, TN , United States | |
| Client Analyst | Memphis, TN , United States | |
| Managing Director | Memphis, TN , United States | |
C Charles Jumet | Client Portfolio Manager | Memphis, TN , United States |
H Heather Ottinger | Client Analyst | Memphis, TN , United States |
| Senior Equity Research Analyst | Memphis, TN , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Portfolio Manager | Delta Asset Management Llc/tn | Memphis, TN , United States | |
| Partner | Green Square Capital Advisors LLC | Memphis, TN , United States |