Matt Heller

Portfolio Manager-Equities at

Mercer Global Advisors, Inc.

Finance

Consumer Services

Profile

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.

Matt Heller active positions

Companies	Position	Start
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-Equities	01/07/2023

All active positions of Matt Heller

Former positions of Matt Heller

Companies	Position	End
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-Equities	01/06/2023

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Training of Matt Heller

Experiences
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Linked companies

Private companies	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