David Hefty

Chief Executive Officer at

CX Institutional LLC

Finance

Consumer Services

Profile

Mr. David W.
Hefty is a Chief Executive Officer at CX Institutional LLC.
He earned his bachelor’s degree in agricultural economics from Purdue University.

David Hefty active positions

Companies	Position	Start
CX Institutional LLC CX Institutional LLC Investment ManagersFinance CX Institutional primarily allocates client investment assets among various individual equity (stocks), debt (bonds) and fixed income securities, no-load mutual funds, and/or exchange traded funds (ETFs). Their primary method of security analysis is a blend of fundamental, quantitative, and technical analysis.	Chief Executive Officer	01/03/2018

All active positions of David Hefty

Former positions of David Hefty

Companies	Position	End
Hefty Wealth Partners, Inc. Hefty Wealth Partners, Inc. Investment ManagersFinance Provides investment advice	Chief Executive Officer	01/03/2018

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Linked companies

Private companies	3
Purdue University Purdue University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Hefty Wealth Partners, Inc. Hefty Wealth Partners, Inc. Investment ManagersFinance Provides investment advice	Finance
CX Institutional LLC CX Institutional LLC Investment ManagersFinance CX Institutional primarily allocates client investment assets among various individual equity (stocks), debt (bonds) and fixed income securities, no-load mutual funds, and/or exchange traded funds (ETFs). Their primary method of security analysis is a blend of fundamental, quantitative, and technical analysis.	Finance