With more than 50 years of experience in the financial services industry, Jeanine Heller takes pride in her ability to build relationships with her clients. The 20 years spent as a sell-side analyst for regional brokerage firms, and more than 30 additional years in furthering her professional skills in equity analysis, is her foundation for constructing equity portfolios while taking into consideration clients’ investment objectives and time horizon.
Jeanine graduated with a BA in Mathematics from St. Mary-of-the-Woods College, earned her MBA from St. Louis University, and also holds the Chartered Financial Analyst® accreditation. She has been deeply involved in the CFA Institute both nationally and internationally over the years. Jeanine has been an event chairperson, committee member, and board member for the CFA Society of St. Louis, and she formerly served as its President. Jeanine has also been active in her local community, formerly serving as Vice President and Board Member for Circle of Hope Bracelets, and a Finance Committee Member for Camp Ondessonk.
Jeanine lives in Glendale, Missouri, with her husband, Terry. She likes to spend her spare time walking and reading.