Jordan Heller

Jordan Heller is a Managing Director and Partner of Beacon Pointe Advisors having founded Heller Wealth Advisors prior to merging with Beacon Pointe in April 2019. Prior to his spin-off in March 2008, 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 American Economic Planning Group (AEPG) in a similar capacity.

Prior to entering the wealth management industry in 2000, Jordan spent 15 years on Wall Street heading the Real Estate and Real Estate Finance Securities Research groups of some of the country’s leading investment houses, including Merrill Lynch, Salomon Brothers and CIBC. During this time, Jordan 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.

Jordan 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. Jordan serves on the Board of Directors of Alzheon, a biotechnology company focused on finding a cure for Alzheimer’s Disease, as well as The New York College of Podiatric Medicine where he was awarded an honorary doctorate degree in 2015. In addition, Jordan serves on the board of 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 from 2004 through March 2019. 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.