![Matt Heller](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Matt Heller
Gestionnaire de Portefeuille-Actions chez
Mercer Global Advisors, Inc.
Profil
Mr. Matthew E.
Heller is a Senior Wealth Advisor at Mercer Global Advisors, Inc.
Mr. Heller began his financial planning career in 2006, working extensively with health care professionals.
He joined Day & Ennis and became a partner.
He holds both a B.S.
and an MBA from Georgia Southern University.
Postes actifs de Matt Heller
| Sociétés | Poste | Début |
|---|---|---|
Mercer Global Advisors, Inc.
 Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Advisors' approach to portfolio construction centers on building risk-appropriate, globally diversified portfolios that diversified both across and within asset classes. The firm takes a systematic, long-term approach to investing and building wealth. | Gestionnaire de Portefeuille-Actions | 01/07/2023 |
Anciens postes connus de Matt Heller
| Sociétés | Poste | Fin |
|---|---|---|
Day & Ennis LLC
 Day & Ennis LLC Investment ManagersFinance Day & Ennis primarily invests in ETFs and mutual funds and will also purchase common stocks at the request of clients or will hold common stocks that were legacy positions. The investment strategy and target asset allocation for each client is based on their unique situation and their tolerance for risk. | Gestionnaire de Portefeuille-Actions | 01/06/2023 |
Formation de Matt Heller
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
68
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Georgia Southern University
 Georgia Southern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mercer Global Advisors, Inc.
Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Advisors' approach to portfolio construction centers on building risk-appropriate, globally diversified portfolios that diversified both across and within asset classes. The firm takes a systematic, long-term approach to investing and building wealth. | Finance |
Day & Ennis LLC
Day & Ennis LLC Investment ManagersFinance Day & Ennis primarily invests in ETFs and mutual funds and will also purchase common stocks at the request of clients or will hold common stocks that were legacy positions. The investment strategy and target asset allocation for each client is based on their unique situation and their tolerance for risk. | Finance |
