ICMC Founder, President, Chief Executive Officer and Chief Investment Officer
His extensive experience and broad-based background allow him to offer additional services including business acquisition or divestiture counsel and the like, not commonly available at many wealth management firms.
Mr. Heffelman also serves as the Chairman of the Board of Directors.
Mr. Heffelman has a B.S. in engineering from the University of Arizona. Prior to forming ICMC, he was a securities analyst for Glore, Forgan and Staats in Los Angeles and Rauscher Pierce Securities in Dallas.
Assistant Portfolio Manager and Investment Analyst
Before ICMC, he began his financial career as an equity trader for a boutique trading firm in New York City. Wanting to expand his exposure into the client-facing side of the business, Leo transitioned to Morgan Stanley as a Wealth Management Associate in Dallas.
He earned a Bachelor’s of Arts in Economics from the University of Chicago in 2013, where he was a thrower on the track team and an active member of the Phi Gamma Delta fraternity.
Arun Ratnam, MBA
Arun Ratnam, MBA
Mr. Ratnam has been actively trading and managing investment accounts since 1995. His past consulting projects include international commodity trades, hedge fund startups, money management firm operations and insurance and mutual fund sales. Prior to working with ICMC, he performed portfolio accounting for another Dallas-based investment management firm. Additionally, Mr. Ratnam previously owned and operated his own international marketing firm.
Mr. Ratnam has an MBA in finance and an MA in international management from the University of Texas at Dallas and a B.S. in engineering in metallurgy and materials science from the Royal School of Mines, University of London, U.K.
Vice President, Chief Operating, Financial and Compliance Officer
Ms. Adams has more than 35 years of experience in corporate and partnership financial and tax accounting and cash management. Her experience includes structuring, analyzing and managing both public and private partnerships. She joined ICMC in January of 1990, became a shareholder in 1995 and a member of the Board of Directors in 2005.
Client Relations Manager
Before joining ICMC, Francesca worked at an architectural firm; was an event coordinator at the Dallas Arboretum; and was a legal assistant for a commercial real estate firm in Aspen, Colorado.
She attended The University of Mississippi before transferring to Mary Baldwin College in Staunton, Virginia where she earned a degree in Sociology. She also attended a semester in Florence, Italy for fashion school. Francesca enjoys time with her sweet dog Lucy, exercising on the Katy Trail, traveling to Colorado, New Mexico and Mexico, and spending time with her friends and family.
Client Relations Executive
She graduated from the University of Arkansas at Monticello with a major in Business Administration with a concentration in Finance. Jordan was also a full-time student athlete on the women’s basketball team, where she earned All-American honors. This experience helped her grow vital teamwork and leadership skills which will carry forward into her success at ICMC.