Jordan Heller

Background

Heller, Jordan was born in 1961.

Education

Bachelor of Science in Accounting, Bentley College. Master of Business Administration, University Chicago.

Career

Senior accountant Price Waterhouse, 1982—1985. Analyst Salomon Brothers, 1985—1986, managing director, senior analyst, Real Estate Investment Trust, 1996—1997. Vice president Merrill Lynch, 1987—1996.

Senior research analyst Canadian Imperial Bank of Commerce, 1998—1999. Managing director American Economic Planning Group. Partner The Schonbraun McCann Group LLP, 2005—2008.

President Heller Wealth Advisors LLC, since 2008. Board directors Bed Bath & Beyond Inc., since 2003.

Achievements

• Jordan Heller has been listed as a noteworthy retail executive by Marquis Who's Who.

Membership

Member New York Society Security Analysts, Association for Investment Management and Research, Investment Management Consultants Association.