Jordan Heller
Currently serving as President for Heller Wealth Advisors LLC, Jordan Heller holds nearly 30 years of diverse experience in the investment management industry. He began his professional career working in public accounting at Price Waterhouse, now PwC. Subsequently, Heller worked for 15 years in prominent positions on Wall Street. His work notably entailed heading the Real Estate and Real Estate Finance Securities Research groups for an array of top investment houses, including Canadian Imperial Bank of Commerce, Merrill Lynch & Co., Inc., and Salomon Brothers, now part of Morgan Stanley Smith Barney. Jordan Heller then joined American Economic Planning Group, Inc. where he worked for four years in management. Prior to establishing his present career with Heller Wealth Advisors in 2008, Jordan Heller served as a partner with The Schonbraun McCann Group LLP, now FTI. Heller Wealth Advisors currently maintains offices in New York City and Roseland, New Jersey. Under Jordan Heller’s leadership, the firm delivers expert investment management solutions for individuals, families, and businesses. Further information regarding the services provided by Heller Wealth Advisors LLC can be found online at hellerwealth.com. Highly active in his profession, Jordan Heller maintains affiliations with numerous professional organizations, including The New York Society of Security Analysts, Inc., the Investment Management Consultants Association, and the Association for Investment Management and Research, now the CFA Institute. While continuing to actively develop his career with Heller Wealth Advisors LLC, Heller also serves on the Board of Directors of Bed Bath & Beyond Inc. Jordan Heller studied accounting at Bentley College in Waltham, Massachusetts, where he received his Bachelor of Science. He went on to achieve a Master of Business Administration from The University of Chicago’s Booth School of Business.
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