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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
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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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