![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
Portefeuillebeheerder-Aandelen bij
Mercer Global Advisors, Inc.
Profiel
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.
Actieve functies van Matt Heller
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-07-2023 |
Eerdere bekende functies van Matt Heller
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-06-2023 |
Opleiding van Matt Heller
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
68
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
