Profil
Jordan Heller is currently the Director at Alzheon, Inc. and a Trustee at the New York College of Podiatric Medicine.
Previously, he served as the Chief Executive Officer of Heller Wealth Advisors LLC.
He also held positions as an Independent Director at 20230930-DK-Butterfly-1, Inc., Equity One, Inc., and Salomon Brothers.
Additionally, he was a Managing Director at American Economic Planning Group, Inc., Merrill Lynch, Pierce, Fenner & Smith, Inc., and CIBC World Markets Corp.
Mr. Heller was also a Partner at The Schonbraun McCann Group LLP from 2005 to 2008.
He completed his undergraduate degree at Bentley University and obtained an MBA from The University of Chicago Booth School of Business.
Postes actifs de Jordan Heller
| Sociétés | Poste | Début |
|---|---|---|
| ALZHEON, INC. | Directeur/Membre du Conseil | 08/01/2020 |
New York College of Podiatric Medicine
New York College of Podiatric Medicine Other Consumer ServicesConsumer Services Functions as a College/University | Directeur/Membre du Conseil | 01/01/2013 |
Anciens postes connus de Jordan Heller
| Sociétés | Poste | Fin |
|---|---|---|
| BED BATH & BEYOND INC. | Directeur/Membre du Conseil | 01/05/2019 |
Heller Wealth Advisors LLC
Heller Wealth Advisors LLC Investment ManagersFinance Provides investment advice | Directeur Général | 01/03/2019 |
The Schonbraun McCann Group LLP
The Schonbraun McCann Group LLP Real Estate DevelopmentFinance Provides real estate and finance consultancy services | Corporate Officer/Principal | 01/01/2008 |
| EQUITY ONE, INC. | Directeur/Membre du Conseil | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Formation de Jordan Heller
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 12 |
|---|---|
20230930-DK-Butterfly-1, Inc.
20230930-DK-Butterfly-1, Inc. Specialty StoresRetail Trade Operates as an online home furnishings stores | Retail Trade |
Equity One, Inc.
Equity One, Inc. Real Estate Investment TrustsFinance Owns, manages, acquires and develops neighborhood and community shopping centers | Finance |
Alzheon, Inc.
Alzheon, Inc. Pharmaceuticals: MajorHealth Technology Operates as a clinical stage biopharmaceutical company that develops drugs for neurodegenerative disorders | Health Technology |
Salomon Brothers
Salomon Brothers Investment Banks/BrokersFinance A Wall Street invesment bank. | Finance |
American Economic Planning Group, Inc.
American Economic Planning Group, Inc. Investment ManagersFinance American Economic Planning Group's (AEPG) investment strategy is designed to provide portfolio growth with reduced risk through diversification using two main investment classes: (1) US Treasuries for safety of principal and diversification and (2) risk-based assets to achieve portfolio growth through both long-term investments and short-term tactical trading opportunities. Allocations to these classes are based on each client's financial goals, investment time horizon, risk tolerance and liquidity needs. AEPG's investment strategy provides a clear delineation between low risk and risk based assets. The investments they utilize are low cost, transparent and liquid. | Finance |
Bentley University
Bentley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Schonbraun McCann Group LLP
The Schonbraun McCann Group LLP Real Estate DevelopmentFinance Provides real estate and finance consultancy services | Finance |
Heller Wealth Advisors LLC
Heller Wealth Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
New York College of Podiatric Medicine
New York College of Podiatric Medicine Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Chicago Booth School of Business
The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CIBC World Markets Corp.
CIBC World Markets Corp. Investment Banks/BrokersFinance Provides brokerage services | Finance |
















