Eric Hancz Joins ICMC as Director of Client Advisory Services

Financial Services Expert Brings 25 Years of Experience to the Wealth Management Firm
By: ICMC
 
DALLAS - Oct. 23, 2014 - PRLog -- International Capital Management Corporation (http://www.icmc.com/) (ICMC) today announced that Eric Hancz has joined the firm as Director of Client Advisory Services. Hancz is responsible for managing client services and business development activities for ICMC.

“Eric not only has a wealth of experience in financial planning and client service, he has solid credentials, including being a Chartered Financial Analyst and numerous other industry certifications,” said Ralph Heffelman, founder, president, CEO and chief investment officer of ICMC. “Eric has the expertise to continue our tradition of offering clients high level planning services along with superior portfolio management strategies and access to world class investment managers and opportunities that show good return and reduced risk.”

Mr. Hancz has more than 27 combined years of experience in financial planning and analysis, and investment advice. This includes working as a senior analyst for a start-up business valuation and business performance enhancement consultancy; serving as an investment specialist for a brokerage firm, where he assisted clients with asset allocation and security selection; and working as a financial planner for a leading financial services brand where he analyzed individual client needs to establish goals, set objectives, and implement action plans for client investments.

Previously, he was employed as an advanced planning consultant for a subsidiary of a major life insurance company, where he developed professionally prepared estate and business exit planning presentations and provided consultative support services for the company’s highly valued clients.

Hancz holds a Master of Business Administration degree from Southern Methodist University in Dallas with a concentration in finance. He earned a Bachelor of Arts Degree from Franklin College in Franklin, Ind., with majors in economics and business. In addition to being a Chartered Financial Analyst (CFA), Hancz holds several designations including a: Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), Certified Valuation Analyst (CVA), Chartered Life Underwriter (CLU) and Series 7 and 63 registrations.

About ICMC

Since 1974, International Capital Management Corporation (ICMC) has been a fee-only, trusted advisor and wealth management firm helping affluent entrepreneurs, professionals and families manage, protect and grow their wealth. For more information, visit www.ICMC.com.

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Source:ICMC
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Tags:Eric Hancz, ICMC, Wealth Management, Chartered Financial Analyst, Affluent
Industry:Financial, Investment
Location:Dallas - Texas - United States
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