Jennifer Heller

Jennifer Heller is the President and Chief Investment Officer at Brandywine Trust Group in New York, where she oversees the investment process for a multi-billion dollar, multi-family office. In her role, she is responsible for asset allocation, risk management, manager selection, and leading investment research for portfolios that encompass approximately $10–12 billion in client assets. Her mandate emphasizes permanent capital and long-term stewardship for high net worth families, balancing generational objectives with dynamic market conditions.

Heller's specific investment focus spans a broad range of asset classes, including public and private equities, hedge funds, credit, real assets, and emerging sectors such as affordable housing bonds and cryptocurrency. She is noted for a rigorous due diligence and research-driven approach, frequently conducting deep dives into complex and less conventional assets, and has led notable investments in securitized affordable housing and innovative financial technologies. Her oversight also extends to co-investments and direct asset ownership strategies within multi-strategy, multi-asset portfolios.

Jennifer began her investment career at Stanford Management Company, contributing significantly to separate investments and asset management, before serving as Investment Director at The Alfred P. Sloan Foundation, where she achieved top percentile returns. She holds an MBA from Stanford University Graduate School of Business and a BA in Political Economy from Williams College, and is a CFA charterholder. Beyond her work at Brandywine, she has served on multiple investment committees, founded the Endowment, Foundation, and Family Office Professionals Network, and is recognized for her thought leadership in institutional investing.