David B. Heller

David B. Heller

David B. Heller

David B. Heller


Joined AGB:

Primary Dept/Div:
Corporate Finance,Operations,Executive

Primary Office:

David B. Heller was born in 1931 and after extensive education and some business experience joined Becker in late 1961 at the introduction of a corporate client. He worked briefy in the Chicago corporate finance area but was soon recruited by Vince Flett to study and become involved in the firms operating departments. David was a quick study and rather rapidly took a leadership role in the firm’s “dealer reciprocal business,” developed particularly around the firm’s specialist business on the Midwest Stock Exchange. Dave played a vital role in banking the firm’s commercial paper inventory in 1963 due to the Friedlich-Glucksman disruption. Dave became head of Operations and provided valuable leadership through the operational chaos experienced by the industry in the late 1960s-early 1970s. David became Treasurer, Director, and Executive Committee member for a period before leaving the firm with Jerry Beebe and Jim Kipp to take over leadership of the local Ralph Davis firm. A few years later, David formed Advisory Research, Inc., an investment management firm which experienced substantial growth and success before David’s death in 2012.  During the later years of his life, David became a major donor and member of the Board of the Focused Ultrasound Surgery Foundation (“FUSF”).

David Heller died on or about February 23, 2012, at 81. He was survived by his wife, Diane; two children and two stepchildren; six grandchildren; and a sister.  Mrs. Heller continues to support the FUSF.

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