John Kenneth Heilner
Chief Investment Officer bij WT Wealth Management LLC
Profiel
Mr. John K.
Heilner is a Chief Investment Officer at WT Wealth Management LLC.
Over 30 years of experience in Mutual Fund & ETF modeling, individual equity & individual bond selection along with asset allocation strategies and portfolio risk assessment.
Mr. Heilner was previously employed as a National Mutual Fund Strategist by ING Mutual Funds, where he was responsible for overseeing 35 equity mutual funds with a combined value in excess of $50 billion.
Former Economist and Portfolio Manager at Palo Verde Capital a $250 million private placement hedge fund.
He has extensive experience in technical analysis and charting techniques having attended the Dorsey Wright DWA Global Online University in 1991 to become certified in Point & Figure Charting
He received his undergraduate degree from Central Connecticut State University.
Actieve functies van John Kenneth Heilner
Bedrijven | Functie | Begin |
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WT Wealth Management LLC
WT Wealth Management LLC Investment ManagersFinance WT Wealth Management LLC (WTWM) is a SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded in 2013 and is a subsidiary of WesternTrust LP. WTWM provides investment advisory services to individuals, high net- worth individuals, pension and profit-sharing plans, charitable organizations, and other businesses. | Chief Investment Officer | 01-10-2013 |
Eerdere bekende functies van John Kenneth Heilner
Bedrijven | Functie | Einde |
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Voya Mutual Funds | Corporate Officer/Principal | 01-03-2008 |
Opleiding van John Kenneth Heilner
Central Connecticut State University | Undergraduate Degree |
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WT Wealth Management LLC
WT Wealth Management LLC Investment ManagersFinance WT Wealth Management LLC (WTWM) is a SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded in 2013 and is a subsidiary of WesternTrust LP. WTWM provides investment advisory services to individuals, high net- worth individuals, pension and profit-sharing plans, charitable organizations, and other businesses. | Finance |
Voya Mutual Funds |