Jordan Heller
Director/Board Member chez ALZHEON, INC.
Profil
Jordan Heller is currently the Director at Alzheon, Inc. and a Trustee at the New York College of Podiatric Medicine.
Previously, he served as the Chief Executive Officer of Heller Wealth Advisors LLC.
He also held positions as an Independent Director at 20230930-DK-Butterfly-1, Inc., Equity One, Inc., and Salomon Brothers.
Additionally, he was a Managing Director at American Economic Planning Group, Inc., Merrill Lynch, Pierce, Fenner & Smith, Inc., and CIBC World Markets Corp.
Mr. Heller was also a Partner at The Schonbraun McCann Group LLP from 2005 to 2008.
He completed his undergraduate degree at Bentley University and obtained an MBA from The University of Chicago Booth School of Business.
Postes actifs de Jordan Heller
| Sociétés | Poste | Début |
|---|---|---|
| ALZHEON, INC. | Director/Board Member | 08/01/2020 |
| New York College of Podiatric Medicine | Director/Board Member | 01/01/2013 |
Anciens postes connus de Jordan Heller
| Sociétés | Poste | Fin |
|---|---|---|
| BED BATH & BEYOND INC. | Director/Board Member | 01/05/2019 |
Heller Wealth Advisors LLC
 Heller Wealth Advisors LLC Investment ManagersFinance Heller Wealth Advisors LLC provides financial planning and investment management services. It offers financial planning on accumulated assets, current income and expenses, taxes, and insurance;, and investment management for financial needs and goals, cash flow requirements, tax implications, and wealth transfer strategies. The company is headquartered in Summit, NJ. | Chief Executive Officer | 01/03/2019 |
The Schonbraun McCann Group LLP
 The Schonbraun McCann Group LLP Real Estate DevelopmentFinance The Schonbraun McCann Group LLP provides real estate and finance consultancy services. It provides services to investment vehicles, pension funds, and investment banks. It offers tax structuring, due diligence, accounts auditing, and litigation support services. The company was founded in 1973 and is headquartered in New York City, NY. | Corporate Officer/Principal | 01/01/2008 |
| EQUITY ONE, INC. | Director/Board Member | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Analyst-Equity | - |
Formation de Jordan Heller
| Bentley University | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
20230930-DK-Butterfly-1, Inc.
 20230930-DK-Butterfly-1, Inc. Specialty StoresRetail Trade 20230930-DK-Butterfly-1, Inc. engages in the operation of retail stores and retails domestics merchandise and home furnishings. Its products include domestic merchandise and home furnishings such as bed linens and related items, bath items, kitchen textiles, kitchen and tabletop items, fine tabletop, basic house wares, general home furnishings, and consumables. The company was founded by Warren Eisenberg and Leonard Feinstein in 1971 and is headquartered in Union, NJ. | Retail Trade |
Equity One, Inc.
 Equity One, Inc. Real Estate Investment TrustsFinance Equity One, Inc. engages in the provision of real estate trust investments. Its activities include acquisition, management, development, redevelopment of real estate properties including shopping centers, and retail properties located in supply constrained suburban and urban communities. The company was founded by Chaim Katzman on June 15, 1992 and is headquartered in New York, NY. | Finance |
Alzheon, Inc.
 Alzheon, Inc. BiotechnologyHealth Technology Alzheon, Inc. engages in the provision of medical development. It specializes in treatment for brain health, memory, and aging. It offers ALZ-801, an oral small molecule inhibitor of amyloid formation and neurotoxicity with potential to be a therapy for a genetically defined population of patients with or at high risk for Alzheimer's disease and other neurodegenerative disorders. The company was founded by Martin Tolar in June 2013 and is headquartered in Framingham, MA. | Health Technology |
| Salomon Brothers | Finance |
American Economic Planning Group, Inc.
 American Economic Planning Group, Inc. Investment ManagersFinance Founded in 1980 by Steven Kaye, American Economic Planning Group, Inc. is a registered investment advisor firm located in Warren, New Jersey. The firm provides personalized comprehensive wealth management to individuals, families and business owners. Their services include, but are not limited to financial planning, investment management, estate planning, 401(k)/retirement plan solutions, insurance planning and group employee benefits. American Economic Planning Group also does business as AEPG Wealth Strategies. | Finance |
The Schonbraun McCann Group LLP
The Schonbraun McCann Group LLP Real Estate DevelopmentFinance The Schonbraun McCann Group LLP provides real estate and finance consultancy services. It provides services to investment vehicles, pension funds, and investment banks. It offers tax structuring, due diligence, accounts auditing, and litigation support services. The company was founded in 1973 and is headquartered in New York City, NY. | Finance |
Heller Wealth Advisors LLC
Heller Wealth Advisors LLC Investment ManagersFinance Heller Wealth Advisors LLC provides financial planning and investment management services. It offers financial planning on accumulated assets, current income and expenses, taxes, and insurance;, and investment management for financial needs and goals, cash flow requirements, tax implications, and wealth transfer strategies. The company is headquartered in Summit, NJ. | Finance |
CIBC World Markets Corp.
 CIBC World Markets Corp. Investment Banks/BrokersFinance Founded in 1969, CIBC World Markets Corp. is a broker/dealer located in New York City. The firm is a subsidiary of the Canadian Imperial Bank of Commerce. The firm provides a range of credit and capital market products, investment banking and merchant banking services in North America and worldwide. They offer a range of advisory services, as well as underwrite debt, credit and equity products for corporate, government and institutional clients. CIBC world Markets Corp. also provides equity products and services, fixed-income services, foreign exchange products and solutions, securitization and credit structuring services, as well as trades and distributes short-term debt instruments. In addition, the firm originates financial solutions including credit products for medium-sized businesses in Canada. They also provide private equity, mezzanine and bridge financing to companies in North America, Europe and Australia. The company is based in New York City | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
