Jordan Heller, CFA, CFP®, CPA*
Managing Director, Partner
Jordan is a Managing Director and Partner of Beacon Pointe Wealth Advisors having founded Heller Wealth Management prior to merging with Beacon Pointe. Prior to his entrepreneurial Heller Wealth spin-off in March 2008, Mr. Heller was a partner of The Schonbraun McCann Group (SMG), currently FTI Consulting, as well as managing partner of SMG’s wealth management subsidiary. Jordan and his team are dedicated to comprehensive financial planning and research driven investments. Prior to joining the Schonbraun McCann Group, Mr. Heller spent four years at American Economic Planning Group (AEPG) in a similar capacity. Prior to entering the wealth management industry in 2000, Jordan spent 15 years on Wall Street heading the Real Estate and Real Estate Finance Securities Research group at some of the country’s leading investment houses, including Merrill Lynch, Salomon Brothers and CIBC. During this time, Jordan played a leading role in the rebirth of the modern-day REIT industry. He began his career in public accounting, joining Price Waterhouse in 1982, and moving to Wall Street in 1985. Jordan’s extensive investment banking, advisory, and research experience is detailed below. He obtained his undergraduate degree from Bentley University in Waltham, MA, with a B.S. in Accountancy. He also attended The University of Chicago’s Booth School of Business where he obtained his MBA. Jordan serves on the Board of Directors of Bed Bath and Beyond and served on the board of Equity One until it’s sale to Regency Centers in 2017. He is a member of the Board of Trustees of the New York College of Podiatric Medicine, is a member of the Investment Management Consultants Association, Association for Investment Management and Research and the New York Society of Security Analysts. He is a noted speaker and has been featured as an industry expert by such media as CNN, Bloomberg, The Wall Street Journal, Barron’s, The New York Times and Real Estate Portfolio. Jordan has three children and resides with his wife in Warren, NJ.
INITIAL PUBLIC OFFERINGS (All lead manager roles except where noted and include add-on financings in most cases):
Kimco Realty, Simon Property Group, Starwood Lodging, Equity Residential, Post Properties, Shurgard Storage, Crescent Equities, Beacon Properties, Reckson Associates, Carr America Realty, Duke Realty, Highwoods Properties, The Mills Corporation, Chelsea GCA, Tanger Factory Outlets, Urban Shopping Centers, Saul Centers (Co-manager), MaceRich (Co-manager), JP Realty, Excel Realty, Bristol Hotels, Wellsford, Essex, Evans Withycomb, Amli, Gables, Associated Estates (Co-manager), Paragon, Manufactured Home Communities, Chateau Properties, First Industrial Realty, Spieker Properties (Co-manager), Colonial Properties (Co-manager), Franchise Finance Corp of America, Realty Income, Trinet, Entertainment Properties Trust, North American Mortgage.
ADD-ON EQUITY FINANCING For Non-IPO Clients (All are lead manager roles except where noted):
Weingarten Realty, Federal Realty, New Plan Realty, Vornado, Cousins Properties, IRT Property, Security Capital Pacific, Health Care Properties, The Price REIT, First Washington (Co-manager), Bradley (Co-manager), Washington REIT, Catellus, Glenborough (Co-manager), Irvine Apartments, BRE, United Dominion, Felcor Suites (Co-Manager), Innkeepers (Co-manager), Storage Trust, Health and Retirement Properties, Nationwide Health Properties (Co-Manager), Countrywide Credit Industries, Green Tree Financial.
MERGERS & ACQUISITIONS/RESTRUCTURINGS/STRATEGIC ADVISORY:
Vornado, Federal Realty, The Mills Corp, Kimco, Excel, Beacon, Carr, New Plan Realty, JP Realty, IRT, Washington REIT, Bradley, Price REIT, Reckson, United Dominion, Wellsford, Evans Withycomb, Paragon, Bristol Hotels, The Meditrust Companies.
The Rouse Company, Pan Pacific, CBL & Associates, Western Investment, Mid Atlantic Realty, Home Properties of New York, AIMCO, Avalon Bay Communities, Alexandria Real Estate Equities, SL Green Realty, Mack-Cali Realty, Corporate Office Properties, Grove Apartments, Newhall Land and Farming Company.
REAL ESTATE FINANCE COMPANIES:
Involved in the underwriting/advisory/research of many commercial/residential mortgage REIT, non-REIT and Real Estate Specialty Finance companies including BRT Realty, Mortgage & Realty Trust, Green Tree Financial, Countrywide Credit Industries, North American Mortgage, Countrywide Mortgage, Capstead Mortgage, Residential Mortgage IncomeTrust. In addition, worked closely with the asset back securities and commercial mortgage backed securities groups within respective investment banks.
Please note that transactions referenced above were all prior to the establishment of Heller Wealth Advisors, LLC.