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Francie Heller

 
 
 
FRANCIE HELLER
Founding Partner - Heller Advisory
 

Francie Heller is the Founding Partner at Heller Advisory, an alternative asset placement agent. Ms. Heller has over twenty years of financial experience, spanning both the public and private sectors.

Previously, Ms. Heller served as a Managing Director at Houlihan Lokey where she ran the Pension, Endowment, and Foundation Advisory Group. Her responsibilities included creating and delivering solutions to public and private pensions, endowments, and foundations. Prior to that, Ms. Heller was Managing Director- Client Relations and Head of Pension Solutions at Chilton Investment Company. Before Chilton, she served as Senior Managing Director and Global Head of the Pension, Endowment, and Foundation Services Group at Bear Stearns & Co. Inc. Previously, she was President of MBIA Municipal Investors Service Corporation (MISC) where she created and ran all aspects of the government investment management business. 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.

In addition to her position on Big Picture Learning's board, Ms. Heller also serves on several other boards, including Today’s Students, Tomorrow’s Teachers,  and Furman University Board of Trustees where she serves as Chairman of the Investment Committee. In addition, Ms. Heller is an advisor to the Government Finance Officers Association’s Committee on Retirement and Benefits Administration and serves on the investment committee of Lymphoma and Leukemia Society.