Francie Heller

Francie Heller Email and Phone Number

Managing Partner @ Heller Advisory
Greenwich, CT, US
Francie Heller's Location
Greenwich, Connecticut, United States, United States
Francie Heller's Contact Details
About Francie Heller

Francie Heller is the Founder and Managing Partner of Heller Advisory, conducting business development activities with asset owners and asset managers to identify mission, values and impact investing.Ms. Heller is a specialist with Investment Office Resources (IOR) helping investment offices design and implement responsive investing. Earlier she served as Senior Managing Director at Bear Stearns and Co. Managing Director at Houlihan Lokey, Managing Director at Chilton Investment Company, Director at Arabesque Management, and President of MBIA Municipal Investors Service Corporation (MISC).Ms. Heller was also an Education Director in New York Public Schools for several years. Ms. Heller graduated from Boston University, earned a masters equivalent from the University of Georgia and a Professional Diploma from Fordham University. She holds certificates from Columbia University, Stamford University and Harvard University Executive Education Programs.Ms. Heller currently serves on the Boards of College Unbound, Woodlands Senior Living, Abundance Capital, Emeritus at Furman University, MyCareGorithm and the Leukemia and Lymphoma Education Services and Investment Committees. She is a certified mediator and holds series 7 and 65 licenses.

Francie Heller's Current Company Details
Heller Advisory

Heller Advisory

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Managing Partner
Greenwich, CT, US
Francie Heller Work Experience Details
  • Heller Advisory
    Managing Partner
    Heller Advisory
    Greenwich, Ct, Us
  • Boston Millennia Partners
    Venture Affiliate Partner
    Boston Millennia Partners Sep 2022 - Present
    Boston, Ma, Us
  • Abundance Capital
    Board Of Directors
    Abundance Capital May 2022 - Present
  • Heller Advisory
    Managing Partner
    Heller Advisory Sep 2012 - Present
  • Investment Office Resources (Ior)
    Specialist-Responsible Investing
    Investment Office Resources (Ior) May 2021 - Present
    St Louis, Missouri, Us
    Investment Office Resources is a unique and first-of-its-kind platform designed to help Chief Investment Officers and investment office leaders enhance and expand the organization’s in-house investment capabilities
  • Arabesque
    Senior Independent Advisor
    Arabesque Apr 2018 - Present
    Sustainable Finance for all.
  • Furman University
    Emeritus Member Board Of Trustees
    Furman University Jun 2020 - Present
    Greenville, Sc, Us
  • College Unbound
    Member Board Of Trustees
    College Unbound May 2021 - Present
    Providence, Ri, Us
  • The Leukemia & Lymphoma Society
    Member Board Of Trustees
    The Leukemia & Lymphoma Society Jun 2014 - Present
    Rye Brook, Ny, Us
  • Houlihan Lokey
    Managing Director
    Houlihan Lokey Apr 2010 - Sep 2012
    Los Angeles, Ca, Us
    Pension Services
  • Chilton Investment Company
    Managing Director
    Chilton Investment Company Jun 2008 - Jul 2009
    Stamford, Ct, Us
  • Bear Stearns And Co Inc
    Senior Managing Director
    Bear Stearns And Co Inc Apr 2006 - Jun 2008
  • Mbia
    President Mbia-Misc
    Mbia 1990 - 2004

Francie Heller Skills

Investments Hedge Funds Private Equity Investment Management Alternative Investments Finance Capital Markets Financial Advisory Equities Asset Management Fixed Income Management Pensions Investment Banking Securities Private Placements Emerging Markets Valuation Venture Capital Options Bloomberg Structured Finance Program Management Lbo High Yield Financial Structuring Fund Of Funds Financial Markets Structured Products Investor Relations Series 7 Derivatives Retirement Securitization

Francie Heller Education Details

  • Boston University
    Boston University
    Bachelor Of Science - Bs
  • Columbia University
    Columbia University
    Executive Education Certificate
  • Fordham University
    Fordham University
    Professional Diploma
  • Harvard University
    Harvard University
    Executive Education Certificate
  • Stanford University
    Stanford University
    Executive Education Certificate
  • The University Of Georgia
    The University Of Georgia
    Masters Equivlent

Frequently Asked Questions about Francie Heller

What company does Francie Heller work for?

Francie Heller works for Heller Advisory

What is Francie Heller's role at the current company?

Francie Heller's current role is Managing Partner.

What is Francie Heller's email address?

Francie Heller's email address is fr****@****que.com

What is Francie Heller's direct phone number?

Francie Heller's direct phone number is +191454*****

What schools did Francie Heller attend?

Francie Heller attended Boston University, Columbia University, Fordham University, Harvard University, Stanford University, The University Of Georgia.

What skills is Francie Heller known for?

Francie Heller has skills like Investments, Hedge Funds, Private Equity, Investment Management, Alternative Investments, Finance, Capital Markets, Financial Advisory, Equities, Asset Management, Fixed Income, Management.

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