Douglas Heikkinen
President
‘You've found your calling.' If you’ve ever heard that, you know you’re in the right place—and Doug’s heard it a lot since he came to Riley Weiss. Drawing on 24 years of experience in the financial industry, his philosophy is to lead by empowering everyone on our team to excel at what they do best.
Doug has the dual role of managing the firm and developing new client opportunities at Riley Weiss. He also works to support an environment of innovation, so that everything we do—from our daily operations to client campaigns and branding programs—comes from a fresh perspective.
Prior to joining Riley Weiss, Doug co-created Filigree Advisors, a wealth design and management firm focused on managing the wealth of the affluent families. Doug also spent 13 years with Charles Schwab & Co., Inc., where he led internal organizations that set future strategic directions, segmented sales and service to large client events and drove growth of Schwab Institutional’s advisor managed assets. Doug is a graduate of the University of Michigan.
