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JH
Jen Heerensperger
Client Advisor | Portfolio Manager at Segment Wealth Management, LLC
About
Verified professional biography for Jen Heerensperger, Client Advisor and Portfolio Manager at Segment Wealth Management, LLC, Houston, TX, based on cross-referenced sources including SEC filings, firm websites, and professional directories. Biography highlights her current role, investment focus, career background, education, and expertise, with emphasis on her specific asset classes and contributions to the firm.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Segment Wealth Management, LLC | Client Advisor | Portfolio Manager | Jun 2018 to Present | — |
| Segment Wealth Management, LLC | Senior Technical Analyst | Jan 2014 to Jan 2018 | — |
| Segment Wealth Management, LLC | Technical Analyst | Jul 2012 to Jan 2014 | — |
| Segment Wealth Management, LLC | Client Service Associate | May 2011 to Jul 2012 | — |
Education
Mays Business School - Texas A&M University
2006 — 2010
Others at Segment Wealth Management, LLC (3)
| Name | Role | Location |
|---|---|---|
 | Senior Analyst | Houston, TX , United States |
 | Senior Portfolio Manager | Houston, TX , United States |
 | Investment Analyst | Dallas, TX , United States |
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B Brian Bova | Principal | Inscription Capital, LLC | Houston, TX , United States |
M Marc Forn Canabate | Senior Analyst | Inscription Capital, LLC | Houston, TX , United States |
 | Portfolio Management and Trading | Corda Investment Management, LLC. | Houston, TX , United States |
 | Portfolio Manager | Corda Investment Management, LLC. | Houston, TX , United States |
 | Investment Analyst | Tectonic Advisors LLC | Dallas, TX , United States |
 | Portfolio Manager | Financial Synergies Wealth Advisors, Inc. | Houston, TX , United States |
 | Chief Investment Officer | Managing Partner | Financial Synergies Wealth Advisors, Inc. | Houston, TX , United States |
