Francie Heller

Francie Heller


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Francie Heller was born and raised in Greenville, SC. Ms. Heller has over 40 years of business experience.

Ms. Heller is currently advising investors and asset management firms to define purpose, mission, and values and to align those values to their investments. She is the specialist for Responsive Investing at Investment Office Resources (IOR), a Senior Independent Advisor for Arabesque Group, and Managing Partner at Heller Advisory.  Earlier, Ms. Heller served as a Managing Director at Houlihan Lokey where she ran the Pension, Endowment, and Foundation Group. Prior to that, Ms. Heller was Managing Director of 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 and 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.

Ms. Heller was also an Education Director in New York public schools 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 not-for-profit Boards including College Unbound, Emeritus at Furman University, The Woodlands Continuing Care Community, The Leukemia and Lymphoma Society, Abundance Capital, and as a Venture Affiliate Partner for Boston Millennia Partners. Ms. Heller is a certified mediator and holds series 7 and 65 licenses.