Jordan Heller

Jordan Heller CFA, CFP®, CPA is a Managing Director and Partner of Beacon Pointe Advisors having founded Heller Wealth Advisors prior to merging with Beacon Pointe. Prior to his spin-off, Mr. Heller was a partner of The Schonbraun McCann Group (SMG), currently FTI Consulting, as well as managing partner of SMG’s wealth management subsidiary. Prior to joining the Schonbraun McCann Group, Mr. Heller spent four years at the American Economic Planning Group (AEPG) in a similar capacity.

Prior to entering the wealth management industry in 2000, Mr. Heller spent 15 years on Wall Street heading the Real Estate and Real Estate Finance Securities Research group at some of the country’s leading investment houses, including Merrill Lynch, Salomon Brothers, and CIBC. During this time, Mr. Heller played a leading role in the rebirth of the modern-day REIT industry. He began his career in public accounting, joining Price Waterhouse in 1982, and moving to Wall Street in 1985. Mr. Heller has extensive investment banking, advisory, and research experience.

Mr. Heller serves on the Board of Directors of The New York College of Podiatric Medicine and NYCPM’s captive insurance company, PODIA. He has also served on the boards of Equity One, a national shopping center company until its sale to Regency Centers in 2017, and Bed Bath and Beyond. He is a member of the Investment Management Consultants Association, Association for Investment Management and Research, and the New York Society of Security Analysts. He is a noted speaker and has been featured as an industry expert by such media as CNN, Bloomberg, The Wall Street Journal, Barron’s, The New York Times, and Real Estate Portfolio. Mr. Heller obtained his undergraduate degree from Bentley University in Waltham, MA, with a B.S. in Accountancy. He also attended The University of Chicago’s Booth School of Business where he obtained his MBA.

Mr. Heller is qualified to serve on the board of directors because of his business expertise and extensive investment experience.