Jordan Heller

Currently active as the President of Heller Wealth Advisors LLC, Jordan Heller excels as a prominent investment management professional in New York. Heller Wealth Advisors assists a diverse clientele with investment strategies, taxes, and financial planning. Formed as an independent wealth management firm in 2008, Heller Wealth Advisors previously operated as a subsidiary of The Schonbraun McCann Group LLP, now FTI Consulting. The firm maintains offices in Roseland, New Jersey and New York City. Beyond his career with Heller Wealth Advisors, Jordan Heller also currently holds a position on the Board of Directors of Bed Bath & Beyond Inc. His professional affiliations include memberships with The New York Society of Security Analysts, Inc., the Association for Investment Management and Research, now the CFA Institute, and the Investment Management Consultants Association. Jordan Heller’s career includes serving as Partner at The Schonbraun McCann Group, working for 4 years with American Economic Planning Group, Inc., and heading the Real Estate and Real Estate Finance Securities Research groups on Wall Street for 15 years. His early career experience includes working in public accounting at Price Waterhouse, now known as PwC. Over the course of his career, Jordan Heller has appeared in numerous media outlets including The New York Times, The Wall Street Journal, Cable News Network (CNN), Barron’s, and Bloomberg. Jordan Heller studied accounting at Bentley College and went on to receive a Master of Business Administration from The University of Chicago’s Booth School of Business. Currently living in Warren Township, New Jersey, Jordan Heller is married with three children.