Brad K. Heppner

Founder, Chief Executive Officer & Chairman At Beneficient Trust Company Holdings, L.P.  

Leveraging entrepreneurial skills and business acumen, Brad K. Heppner leads in the growth of two companies he established in the mid-2000s: Private Equity National Indemnity, an insurance firm specializing in alternative asset fraud policies, and Beneficent Trust Company Holdings, a trust enterprise focusing on alternative asset funds. In addition to these two firms, Brad K. Heppner has founded or purchased eight others, for a total of 10, seven of which he has sold to well-known Wall Street institutions or heavily backed management teams.

A professional engaged in his wider community, Brad K. Heppner sits on the board of the Communities Foundation of Texas, a philanthropic organization dedicated to improving the overall quality of life in local areas. Further, he holds membership with the board of the Cox School of Business at Southern Methodist University, from which he graduated with degrees in finance, economics, and psychology.

In his free time, Brad K. Heppner stays active through such outdoor activities as ranching, fishing, and golfing. He is also an avid traveler.



Work Experience

Nov 1, 2005 - Present

Founder, Chief Executive Officer & Chairman
Beneficient Trust Company Holdings, L.P.  

Nov 1, 2005 - Present

Founder, Chief Executive Officer & Chairman
Private Equity National Indemnity  

Oct 1, 2000 - Oct 1, 2003

Founder & Chairman
Security Assurance Advisors  


Education

Kellogg School at Northwestern University

MBA
Masters in Management/International FInance 

Southern Methodist University

BBA, BS, BA
Finance, Economics, Psychology/General