![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
Portfolio Manager-Aktien bei
Mercer Global Advisors, Inc.
Profil
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.
Aktive Positionen von Matt Heller
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Portfolio Manager-Aktien | 01.07.2023 |
Ehemalige bekannte Positionen von Matt Heller
| Unternehmen | Position | Ende |
|---|---|---|
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. | Portfolio Manager-Aktien | 01.06.2023 |
Ausbildung von Matt Heller
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
62
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
