Doug Heske on Clubhouse

Bio

Doug is a game changing and awards winning business leader with a consistent record of transforming new businesses for rapid expansion. He brings more than 25 years of investment management, Impact, and leadership experience to the industry and his individual accomplishments include building and leading several wealth management organizations.

Prior to joining Newday as CEO, he ran the Private Client business for Stone & Youngberg, LLC a leading responsible public finance organization which was acquired by Stifel Nicolaus & Company in 2010. Doug was previously President and CEO of Nollenberger Capital Partners, Inc. (NCPI), a San Francisco-based broker/dealer and registered investment advisor. He was instrumental in developing NCPI’s wealth management business and orchestrated the firm’s sale to Sterne Agee in 2011. Prior to NCPI, he was the California Regional Director of Piper Jaffray, and a member of the firm’s Operating Committee. During his thirteen years with Piper Jaffray, he launched the firm’s wealth management business in San Francisco, led significant growth for the business across California, and created the firms impact and responsible investment platform.

He has served on the Executive Committee of the Securities Industry and Financial Markets Association’s (SIFMA) Western District since 1996 and was acting chairman from 2002—2004. He is currently a member of SIFMA’s Regional Wealth Management Round Table and has served on FINRA’s District 1 Committee. In addition, he is a past board president of The Edgewood Center for Children and Families, where he was a board member for eight years.
He has served as a Director for Safe and Sound, and currently is a board trustee for the Oakland Museum of California and a Director at the Georgie Badiel Water Foundation.

Contact email: [email protected]