Jenny Heller

Jenny Heller from Brandywine shares insights as a head of a boutique multi-family office focused on a select group of family clients. She discusses the evolution of investment strategies, emphasizing the importance of creativity and thorough research. Heller explores the balance between innovative exploration and disciplined evaluation, particularly with emerging sectors like cryptocurrency. She also reflects on personal growth, underscoring the significance of kindness and intentionality in life, both professionally and personally.

Jenny Heller, Chief Investment Officer at Brandywine Trust Group, shares her journey from a liberal arts education to finance, driven by a passion for social impact. She discusses the intricacies of managing family wealth, emphasizing long-term investment strategies and the active versus passive investing debate. Heller also reflects on the lessons learned as a new CIO, tackling risk management and collaborative decision-making. Personal anecdotes highlight the significance of mentorship and community in navigating the investment landscape.

Jenny Heller, President and CIO of Brandywine Group Advisors, shares her wealth of knowledge in institutional investing during this engaging conversation. They explore the unique complexities of genius and eccentricity, the transformative journey from investing to podcasting, and the necessity of adaptability in entrepreneurship. Heller emphasizes the significance of building a brand through relationships and the power of networking, especially highlighted by unique investment opportunities that arose during the pandemic.