Matt Heller
Gestionnaire de Portefeuille-Actions chez Day & Ennis LLC
Profil
Mr. Matthew E.
Heller is a Partner at Day & Ennis LLC.
Mr. Heller began his career with Valic Financial Advisors in 2005.
He has worked extensively in financial planning for healthcare professionals.
He managed the retirement plan and was the lead financial planner for the Central Georgia Healthcare System, Navicent Health.
This is one of the largest healthcare retirement plans in the state.
He also managed the Upson Regional Medical Center retirement plan prior to joining Day & Ennis.
Mr. Heller received his BS in 2004 and MBA in 2010 from Georgia Southern University.
He then completed the Executive Financial Planner Program through the Terry College of Business at the University of Georgia in 2011.
Mr. Heller is a Certified Financial Planner, having attained the certification issued by the Certified Financial Planner Board of Standards.
He is also a Registered Financial Advisor with the National Association of Personal Financial Advisors.
Postes actifs de Matt Heller
Sociétés | Poste | Début |
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Day & Ennis LLC
Day & Ennis LLC Investment ManagersFinance Day & Ennis LLC is a SEC-registered wealth management firm headquartered in Macon, Georgia. The firm was founded by John R. Day and Bill Ennis in 1998. They were acquired by Mercer Advisors, Inc. in 2023. Day & Ennis provides fee-only financial planning and portfolio management services to high net-worth individuals, pension and profit-sharing plans and charitable organizations. | Gestionnaire de Portefeuille-Actions | 01/05/2013 |
Formation de Matt Heller
Georgia Southern University | Undergraduate Degree |
Expériences
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Relations au 1er degré
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Entreprise privées | 1 |
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Day & Ennis LLC
Day & Ennis LLC Investment ManagersFinance Day & Ennis LLC is a SEC-registered wealth management firm headquartered in Macon, Georgia. The firm was founded by John R. Day and Bill Ennis in 1998. They were acquired by Mercer Advisors, Inc. in 2023. Day & Ennis provides fee-only financial planning and portfolio management services to high net-worth individuals, pension and profit-sharing plans and charitable organizations. | Finance |