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John Kenneth Heilner
Directeur en chef des Investissements chez WT Wealth Management LLC
Profil
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.
Postes actifs de John Kenneth Heilner
Sociétés | Poste | Début |
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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. | Directeur en chef des Investissements | 01/10/2013 |
Anciens postes connus de John Kenneth Heilner
Sociétés | Poste | Fin |
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Voya Mutual Funds | Corporate Officer/Principal | 01/03/2008 |
Formation de John Kenneth Heilner
Central Connecticut State University | Undergraduate Degree |
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Entreprise privées | 2 |
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Voya Mutual Funds | |
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 |