Jeanine Heller, CFA

With more than 45 years of experience in the financial services industry, Jeanine Heller takes pride in her ability to build relationships with her clients. Her experience comes from a combination of 20 years spent as a sell-side analyst for regional brokerage firms, and more than 25 additional years in furthering her professional skills in equity analysis. She uses this analysis as the foundation for client advice on constructing equity portfolios, taking into consideration their investment objective and time horizon.

Jeanine graduated with a BA in Mathematics from St. Mary-of-the-Woods College, and earned her MBA from St. Louis University. She also holds the Chartered Financial Analyst (CFA) accreditation. She is the former President of the CFA Society of St. Louis, and she has been on numerous national and international committees and boards of the CFA Institute, and chaired many events for the organization over the years. Jeanine has also enjoyed staying active in the community, currently serving as Vice President and Board Member for Circle of Hope Bracelets, and as a Finance Committee Member for Camp Ondessonk.