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View More Press Releases by Titleist Asset Management, Ltd.

Press release:

Titleist Asset Management, LTD. Names Loretta N. Heffron, MBA, AIF, CRPS, As Executive Vice President Of Retirement Plan Services

Issued by: Titleist Asset Management, Ltd.

Date: May 15, 2012

SAN ANTONIO, Texas – MAY 11, 2012 - Titleist Asset Management, Ltd. has named Loretta N. Heffron as its new Executive Vice President of Retirement Plan Services.  Ms. Heffron is a qualified retirement plan specialist for closely held businesses and corporations. As an Accredited Investment Fiduciary (AIF®) and Chartered Retirement Planning Specialist (CRPS®), Ms. Heffron’s primary focus is working with clients to improve the operation of corporate sponsored retirement plans, effectively manage plan expenses, minimize potential liability exposure for fiduciaries, implement effective employee education and maximize investment portfolios.

Ms. Heffron began working with corporate retirement plans in 1994 where she served as Vice President of a San Antonio based recordkeeper and third party administrator.   She was responsible for corporate strategic planning, business management, financial and human resource operations, and performed marketing functions associated with the development of new business.  Ms. Heffron has been largely involved in all aspects of corporate retirement plan management, including broker assistance and development, plan design and implementation, vendor selection and asset allocation modeling, fiduciary reviews, and employee education.

Ms. Heffron holds an MBA in the Executive Business Management Program at Our Lady of the Lake University.  She also holds a BBA and double major in Finance and Marketing from the University of the Incarnate Word.  

Loretta N. Heffron can be contacted at 210.490.0006 or lheffron@tamgmt.com.

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View More Press Releases by Titleist Asset Management, Ltd.


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