Biography

Francie Heller

Francie Heller is the Managing Partner at Heller Advisory, an alternative asset placement agent. Heller Advisory connects best in class alternative investment managers to institutional investors. The firm is currently representing managers across private equity, hedge funds, real estate, agriculture, long only equity, and energy. Ms. Heller has over 30 years of financial experience, spanning both the public and private sectors.

Previously, Ms. Heller served as a Managing Director at Houlihan Lokey where she started and ran the Pension, Endowment, and Foundation Advisory Group. Her responsibilities included creating and delivering solutions to public and private pensions, endowments, and foundations. Advisory services included co-investment, secondary market, and valuation. Prior to that, Ms. Heller was Managing Director- Client Relations and Head of Pension Solutions at Chilton Investment Company. She formed the Pension Advisory Group to provide investment solutions to chief investment officers and other decision makers of large corporate and public pension plans.

Before Chilton, she served as Senior Managing Director and Global Head of the Pension, Endowment, and Foundation Services Group at Bear Stearns & Co. Inc. Ms. Heller was recruited to build a team focused on increasing firm wide revenue by cross selling Bear Stearns products and services.

Previously, she was President of MBIA Municipal Investors Service Corporation (MISC) where she created and ran all aspects of the government investment management business. Here, Ms. Heller conceived and developed the Asset Management Business, which she then grew from inception to $30 Billion in AUM. Ms. Heller formulated a repeatable sales process that enabled successful penetration into untapped market niches. She led the team which created and launched industry-changing products to government entities and academic institutions. Previous experience includes creating investment products for state and local governments at Bear Stearns & Co. Inc. Ms. Heller was also an education director in New York public school for several years.

Ms. Heller graduated from Boston University with a BS and earned a master’s equivalent degree from the University of Georgia and a professional diploma (PD) from Fordham University. She holds certificates from Columbia University, Stanford University and Harvard University Executive Education programs.

Ms. Heller currently serves on several boards.  She chairs  the Corporate Advisory Board of the National Association of State Treasurers, is the Chair of Investment Committee for the Leukemia and Lymphoma Society and serves on the Executive Committee and chairs the Investment Committee of Furman University and Big Picture Learning.  Ms. Heller holds her FINRA Series 7 and 63 licenses.