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Albert Heeg
Principal
Al Heeg has been in the insurance company portfolio consulting business for over 12 years and has company and regulatory contacts around the country. He is actively involved in domestic insurance associations, as well as, a speaker and educator in round table seminars within the insurance industry. Al was a recipient of the Vermont Captive Insurance Association's (VCIA) 2002 Captive Crusader Award and currently serves on VCIA's Conference Committee. Al was also an "interested party" during the formation of the National Association of Insurance Commissioner's (NAIC) Model Investment Law.
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Michael Bourne
DFA Program Manager
Mike Bourne has a twenty-year insurance career in financial management, specializing in planning and financial analysis. He gained actuarial training at Fireman's Fund and held AVP Finance positions at Argonaut and California Casualty. Currently, he provides financial analysis consulting: forecasting, modeling, benchmarking, competitive research, rating agency presentations, and corporate finance. To provide this financial analysis consulting, he has partnered with Albert Heeg Executive Services as Program Manager for Dynamic Financial Analysis (DFA).
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Dennis Gee
Investment Operations Manager
Dennis Gee has an extensive background of institutional and retail trading operations with firms such as Fidelity Investments and Morgan Stanley. His last position before joining Albert Heeg Investment Management was at Integrated Capital Markets, LLC where he was Operations Manager - Partner. While at Integrated, he oversaw all operational aspects of a proprietary trading broker dealer. Now at Albert Heeg Investment Management, he holds the position of Investment Operations Manager.
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