Brad K. Heppner

Chief Executive Officer

Senior Partner Director

Board Committees

Executive Committee Chair
Nominating Committee Chair
Credit Committee
Enterprise Risk Committee


30+ years alternative asset and financial institutions experience

Chairman of the Board and CEO, Ben; Chairman of the Board, PEN Indemnity Insurance Company, Ltd.

MBA, Kellogg at Northwestern University; BBA, BA, BS, Southern Methodist University


Founder of The Beneficient Company Group; Founder and CEO of The Crossroads Group (sold to Lehman Brothers and now held by Neuberger Berman); Founder of Capital Analytics (now held by Mitsubishi Union Financial Group); previously with Bain & Company, MacArthur Foundation and Goldman Sachs

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