Jeff Heasley

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Profile

Mr. Jeffrey J.
Heasley, Jr., is an Executive Vice President at Private Wealth Advisors, Inc. He brings over 16 years of financial advisory service to his clients.
He is a member of Investment Policy Committee.
Mr. Heasley was previously employed as a Vice President by Bill Few Associates, Inc. He is a graduate of Indiana University, Bloomington, Indiana where he received a Bachelor of Science degree in Biology.

Former positions of Jeff Heasley

Companies	Position	End
Bill Few Associates, Inc. Bill Few Associates, Inc. Investment ManagersFinance BFA creates personalized portfolios involving Individual Equities, Individual Bonds and Mutual Funds. The firm’s core philosophy revolves around a style-neutral, sector-neutral, large-cap equity portfolio, with a history of out-performing benchmarks. They build high quality, diversified portfolios of fixed–income investments.	Analyst-Fixed Income	31/12/2008
Private Wealth Advisors, Inc. Private Wealth Advisors, Inc. Investment ManagersFinance Private Wealth Advisors (PWA) employs both value and growth investment styles for their client's managed portfolios. The firm uses both fundamental research and technical analysis to select investments. After establishing the appropriate asset class mix for each client, they utilize a variety of instruments including individual securities, index funds and actively-managed mutual funds. PWA may also employ a variety of alternative investment products. For individually managed bond portfolios, the firm researches the spectrum of fixed-income investments including municipal securities, government and agency securities, corporate securities, preferred securities and high yield securities.	Investment Committee Member	22/08/2005
Private Wealth Advisors, Inc. Private Wealth Advisors, Inc. Investment ManagersFinance Private Wealth Advisors (PWA) employs both value and growth investment styles for their client's managed portfolios. The firm uses both fundamental research and technical analysis to select investments. After establishing the appropriate asset class mix for each client, they utilize a variety of instruments including individual securities, index funds and actively-managed mutual funds. PWA may also employ a variety of alternative investment products. For individually managed bond portfolios, the firm researches the spectrum of fixed-income investments including municipal securities, government and agency securities, corporate securities, preferred securities and high yield securities.	Investment Committee Member	-

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Private companies	3
Bill Few Associates, Inc. Bill Few Associates, Inc. Investment ManagersFinance BFA creates personalized portfolios involving Individual Equities, Individual Bonds and Mutual Funds. The firm’s core philosophy revolves around a style-neutral, sector-neutral, large-cap equity portfolio, with a history of out-performing benchmarks. They build high quality, diversified portfolios of fixed–income investments.	Finance
Private Wealth Advisors, Inc. Private Wealth Advisors, Inc. Investment ManagersFinance Private Wealth Advisors (PWA) employs both value and growth investment styles for their client's managed portfolios. The firm uses both fundamental research and technical analysis to select investments. After establishing the appropriate asset class mix for each client, they utilize a variety of instruments including individual securities, index funds and actively-managed mutual funds. PWA may also employ a variety of alternative investment products. For individually managed bond portfolios, the firm researches the spectrum of fixed-income investments including municipal securities, government and agency securities, corporate securities, preferred securities and high yield securities.	Finance
Indiana University Indiana University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services