

Lawrence Heller
Partner, Chief Investment Officer
Castleview Partners LLC
United States, Texas, Dallas
About Me
Financial services executive and advisor with more than 30 years leadership experience at world-class companies (including J.P. Morgan, Citigroup and Bessemer Trust); in higher education (including as CFO at Regis University and Executive Director at the University of Dayton); and in entrepreneurial environments (as founding CEO of a national savings bank and as adjunct instructor in entrepreneurship at NYU). Special strengths in investment management/ advisory work, finance and strategy consulting, and managing across international cultural boundaries. In any organizational setting, adept at pinpointing and correcting problems; uncovering revenue growth opportunities; developing new busines
Profile Information
Partner, Chief Investment Officer
Castleview Partners LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Dallas
Texas
United States
May 28, 2024
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