Francie Heller is the Founder and Managing Partner of Heller Advisory, a firm dedicated to working with clients to clarify and align their mission, purpose, values, and positioning. With these elements as the foundation, we help with clarifying who they are, what they do and why they do what they do.  

Ms. Heller is also a specialist with Investment Office Resources (IOR) helping investment offices design and implement responsive investing. She served as Director at Arabesque Management USA, pioneering integrating big data with quantitative strategies. 

Earlier she served as Senior Managing Director and Global Head of the Pension, Endowment and Foundation Services Group at Bear Stearns and Co. Ms. Heller was Managing Director and Head of Pension Services at Houlihan Lokey, Managing Director Client Services and Head of Pension Solutions and at Chilton Investment Company, and President of MBIA Municipal Investors Service Corporation (MISC) where she created and ran all aspects of the schools and government investment management business (CLASS), growing the business from inception to over 30 billion under management. 

Ms. Heller serves as Emeritus on the Board of Furman University where she chaired the investment committee for many years. She serves on the investment committee at the Leukemia and Lymphoma Society. She is a member if the Board of Directors of College Unbound, focusing on adult learners who have faced significant barriers to attending college. She is also serving on the Board of Directors of Abundance Capital, a non-profit venture philanthropy platform, Woodlands Continuing Care Retirement Community, Mycaregorithm, developing tools to transform the cancer journey, and Heller Heritage on the Green to honor arts, culture, community, and education. 

Ms. Heller was also an Education Director in New York Public Schools for several years.  

Ms. Heller graduated from Boston University, earned a masters equivalent from the University of Georgia and a Professional Diploma from Fordham University. She holds certificates from Columbia University, Stamford University and Harvard University Executive Education Programs. She is a certified mediator and holds series 7 and 65 licenses.