Matthew D. Heller

 

Matthew Heller

Title: Founding Partner
Company: Willner Heller LLC
Location: Encino, California, United States

Matthew D. Heller, Founding Partner at Willner Heller LLC, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in wealth management.

Having accrued more than 25 years of professional experience in his industry, Mr. Heller has notably served as a founding partner of Willner Heller LLC in Encino, California, since 2003. As a top executive for the private wealth management firm, he specializes in customizing portfolios of equity, fixed income and alternative investments for individuals, nonprofits, business retirement plans and foundations. Alongside his primary position, Mr. Heller has been president of the Community Center Alliance, a nonprofit organization dedicated to serving the Conejo Valley with physical fitness programs for youth and adults through the Agoura Hills, Calabasas Community Center, since 2012.

Accruing numerous accolades for his impressive career trajectory, Mr. Heller led Willner Heller LLC to be named Portfolio Management Advisory Firm of the Year in the United States by the Finance Monthly Global Awards in 2018. Notably, he was also named a Five Star Wealth Manager in 2011, 2014, 2015 and 2021, and the San Fernando Valley Business Journal selected him as a Trusted Advisor in 2013. In addition, he was presented with the USC Widney House Alumni Volunteer Award in 2014, as well as a Merit Award from the Park, Recreation and Education Commission of Calabasas, California. Mr. Heller attributes his success to setting goals, determination and discipline, along with perseverance and personal fortitude.

Prior to his current role, Mr. Heller held various financial positions in Southern California, including as an assistant vice president and financial advisor for Banc of America Investment Services, Inc., from 1994 to 2003. Between 1992 and 1994, he offered his expertise as a financial advisor for Prudential Securities and a personal financial officer for Wells Fargo Securities. Mr. Heller also served as a financial consultant to Independent Capital Management in 1991 and 1992 and was a territory sales representative for the Pillsbury Company, now known as General Mills, from 1989 to 1991.

Mr. Heller earned a Bachelor of Arts in political science from the University of Southern California, Dornsife, College of Letters, Arts and Sciences in 1989. Originally planning to pursue law, he decided to pivot to business due to his attraction to the intellectual challenge and stimulation of the field. In five years’ time, Mr. Heller envisions himself taking on more volunteer work while also continuing to grow the firm by onboarding additional clients. He truly enjoys working in the financial markets and feels fortunate to be where he is in life.

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