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Profil
Mr. Jeffrey J.
Heasley, Jr., is an Executive Vice President at Private Wealth Advisors, Inc. He brings over 16 years of financial advisory service to his clients.
He is a member of Investment Policy Committee.
Mr. Heasley was previously employed as a Vice President by Bill Few Associates, Inc.
He is a graduate of Indiana University, Bloomington, Indiana where he received a Bachelor of Science degree in Biology.
Anciens postes connus de Jeff Heasley
| Sociétés | Poste | Fin |
|---|---|---|
Bill Few Associates, Inc.
 Bill Few Associates, Inc. Investment ManagersFinance BFA creates personalized portfolios involving Individual Equities, Individual Bonds and Mutual Funds. The firm’s core philosophy revolves around a style-neutral, sector-neutral, large-cap equity portfolio, with a history of out-performing benchmarks. They build high quality, diversified portfolios of fixed–income investments. | Analyst-Fixed Income | 31/12/2008 |
Private Wealth Advisors, Inc.
 Private Wealth Advisors, Inc. Investment ManagersFinance Private Wealth Advisors (PWA) employs both value and growth investment styles for their client's managed portfolios. The firm uses both fundamental research and technical analysis to select investments. After establishing the appropriate asset class mix for each client, they utilize a variety of instruments including individual securities, index funds and actively-managed mutual funds. PWA may also employ a variety of alternative investment products. For individually managed bond portfolios, the firm researches the spectrum of fixed-income investments including municipal securities, government and agency securities, corporate securities, preferred securities and high yield securities. | Membre du Comité d'Investissement | 22/08/2005 |
Private Wealth Advisors, Inc.
Private Wealth Advisors, Inc. Investment ManagersFinance Private Wealth Advisors (PWA) employs both value and growth investment styles for their client's managed portfolios. The firm uses both fundamental research and technical analysis to select investments. After establishing the appropriate asset class mix for each client, they utilize a variety of instruments including individual securities, index funds and actively-managed mutual funds. PWA may also employ a variety of alternative investment products. For individually managed bond portfolios, the firm researches the spectrum of fixed-income investments including municipal securities, government and agency securities, corporate securities, preferred securities and high yield securities. | Membre du Comité d'Investissement | - |
Formation de Jeff Heasley
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Bill Few Associates, Inc.
Bill Few Associates, Inc. Investment ManagersFinance BFA creates personalized portfolios involving Individual Equities, Individual Bonds and Mutual Funds. The firm’s core philosophy revolves around a style-neutral, sector-neutral, large-cap equity portfolio, with a history of out-performing benchmarks. They build high quality, diversified portfolios of fixed–income investments. | Finance |
Private Wealth Advisors, Inc.
Private Wealth Advisors, Inc. Investment ManagersFinance Private Wealth Advisors (PWA) employs both value and growth investment styles for their client's managed portfolios. The firm uses both fundamental research and technical analysis to select investments. After establishing the appropriate asset class mix for each client, they utilize a variety of instruments including individual securities, index funds and actively-managed mutual funds. PWA may also employ a variety of alternative investment products. For individually managed bond portfolios, the firm researches the spectrum of fixed-income investments including municipal securities, government and agency securities, corporate securities, preferred securities and high yield securities. | Finance |
Indiana University
 Indiana University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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