Jordan Heller

Director/Board Member at ALZHEON, INC.

64 year

Finance

Consumer Services

Retail Trade

Profile

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.

Jordan Heller active positions

Companies	Position	Start
ALZHEON, INC.	Director/Board Member	08/01/2020
New York College of Podiatric Medicine New York College of Podiatric Medicine Other Consumer ServicesConsumer Services Functions as a College/University	Director/Board Member	01/01/2013

All active positions of Jordan Heller

Former positions of Jordan Heller

Companies	Position	End
BED BATH & BEYOND INC.	Director/Board Member	01/05/2019
Heller Wealth Advisors LLC Heller Wealth Advisors LLC Investment ManagersFinance Provides investment advice	Chief Executive Officer	01/03/2019
The Schonbraun McCann Group LLP The Schonbraun McCann Group LLP Real Estate DevelopmentFinance Provides real estate and finance consultancy services	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 Provides brokerage services	Analyst-Equity	-

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Training of Jordan Heller

Experiences
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Linked companies

Private companies	12
20230930-DK-Butterfly-1, Inc. 20230930-DK-Butterfly-1, Inc. Specialty StoresRetail Trade Operates as an online home furnishings stores	Retail Trade
Equity One, Inc. Equity One, Inc. Real Estate Investment TrustsFinance Owns, manages, acquires and develops neighborhood and community shopping centers	Finance
Alzheon, Inc. Alzheon, Inc. Pharmaceuticals: MajorHealth Technology Operates as a clinical stage biopharmaceutical company that develops drugs for neurodegenerative disorders	Health Technology
Salomon Brothers Salomon Brothers Investment Banks/BrokersFinance A Wall Street invesment bank.	Finance
American Economic Planning Group, Inc. American Economic Planning Group, Inc. Investment ManagersFinance American Economic Planning Group's (AEPG) investment strategy is designed to provide portfolio growth with reduced risk through diversification using two main investment classes: (1) US Treasuries for safety of principal and diversification and (2) risk-based assets to achieve portfolio growth through both long-term investments and short-term tactical trading opportunities. Allocations to these classes are based on each client's financial goals, investment time horizon, risk tolerance and liquidity needs. AEPG's investment strategy provides a clear delineation between low risk and risk based assets. The investments they utilize are low cost, transparent and liquid.	Finance
Bentley University Bentley University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Schonbraun McCann Group LLP The Schonbraun McCann Group LLP Real Estate DevelopmentFinance Provides real estate and finance consultancy services	Finance
Heller Wealth Advisors LLC Heller Wealth Advisors LLC Investment ManagersFinance Provides investment advice	Finance
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
New York College of Podiatric Medicine New York College of Podiatric Medicine Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The University of Chicago Booth School of Business The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
CIBC World Markets Corp. CIBC World Markets Corp. Investment Banks/BrokersFinance Provides brokerage services	Finance