Jennifer Heller

Jennifer Heller, C.F.A., has extensive experience in the investment industry. Jennifer started their career as a Senior Investment Associate at Stanford Management Company, where they played a crucial role in building the Separate Investments Division and managing a significant portion of the company's assets. Jennifer then worked as a Finance Consultant at the Self Employed Women's Association (SEWA) before joining The Alfred P. Sloan Foundation as an Investment Director. During their time at the Sloan Foundation, Jennifer demonstrated exceptional performance, achieving top percentile rankings for annualized returns. Currently, Jennifer is making significant contributions as the President and Chief Investment Officer at Brandywine Trust Group. In this role, they oversee a multi-billion dollar pool of assets for a longstanding multi-family office, responsible for asset allocation, risk management, investment process, and team recruitment and development. Their tenure at Brandywine Trust Group marked significant changes in the firm's process, team, and portfolio due to their expertise and leadership.

Jennifer Heller, C.F.A., holds a Bachelor of Arts (B.A.) degree in Political Economy from Williams College, completed between 1996 and 2000. Later, they pursued a Master of Business Administration (MBA) degree at the Stanford University Graduate School of Business, from 2005 to 2007. In 2011, they obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute. Additionally, Jennifer Heller has achieved the milestone of completing the CFA Institute CE Program for five years, although the exact year of completion is not provided.