Finance Monthly Global Awards 2018 Edition

About Matthew D. Heller Matthew D. Heller is a founding partner of Willner Heller LLC, a private wealth management firm in Encino California. Mr. Heller was selected as a Trusted Advisor by the San Fernando Valley Business Journal in 2013. Willner Heller has been featured in Newsweek, Ventura Blvd. Magazine, Los Angeles Magazine and the San Fernando Valley Business Journal. Mr. Heller is the President of the Community Center Alliance; a non-profit organization dedicated serving the Conejo Valley with physical fitness programs for youth and adults through the Agoura Hills, Calabasas Community Center. The Community Center Alliance sponsors the annual Calabasas Classic 5K/10K Run and the Reyes Adobe Days Run in Agoura Hills. Mr. Heller has served as an alumni mentor in the Marshall School of Business at USC for over 20 years. Mr. Heller served as a Commissioner on the Calabasas Parks, Recreation and Education Commission and he is a former Executive Board Member of the Los Angeles Chapter of the Anti-Defamation League. Mr. Heller is a graduate of the Salvin Leadership Program sponsored by ADL and he also completed the Riordan Volunteer Leadership Development Program through the Los Angeles Junior Chamber of Commerce where he also chaired the Government Affairs Committee. Mr. Heller graduated from the University of Southern California and he is a Registered Financial Consultant (RFC). About Kenneth L. Wilner Kenneth L. Willner is a founding partner of Willner Heller LLC, a private wealth management firm in Encino, California. Willner Heller is a Registered Investment Advisor founded by Mr. Willner, who is also a partner in Willner and Ornedo Accountancy LLP, and Matthew Heller in 2003. Willner Heller manages customized portfolios of equity and fixed income instruments for a range of clients including families, corporations, retirement plans, non-profit organizations and foundations. Willner Heller recognizes that investment questions are not always investment related and may encompass other areas of expertise. Mr. Willner and Willner Heller pull from years of knowledge and experience to ensure that our investment strategy is aligned with the events in our clients’ lives and the achievement of our clients’ goals over time. Willner Heller’s’ strategy is to create customized and taxefficient portfolios through active portfolio management. Willner Heller has been named a Five Star Wealth Manager by Los Angeles Magazine in 2011, 2014, 2015 and 2018. Willner Heller has also been featured in Newsweek Magazine, Ventura Blvd. Magazine, Los Angeles Magazine and The San Fernando Valley Business Journal. Mr. Willner is an active supporter of the Geffen Playhouse Theater in Westwood, California and Mama’s Kitchen in San Diego, California. Mr. Willner is an alumnus of San Diego State University and is registered in the State of California and the SEC as an Investment Advisor Representative (CRD #5020142). Willner Heller LLC, 15760 Ventura Blvd., Suite 2026, Encino, CA 90436 (818) 501-7590- Phone | www.willnerheller.com Firm Profile Willner Heller LLC was founded by Ken Willner and Matt Heller in 2003 as a registered investment advisory firm headquartered in Encino California. Willner Heller is an SEC registered RIA which manages money on a fee- only basis. Specific securities utilized by the firm include stocks, bonds, mutual funds, ETFs and alternative investments. WhenKenandMatt startedWillner Heller they focused their efforts on creating a firm which put the client experience first. Part of this process was built on using only independent research and customizing every portfolio. While much of the securities industry still utilizes commission brokers and model portfolios, Willner Heller focuses on creating and managing custom-tailored strategies which reflect the client’s unique investment history, goals, time horizon and risk-tolerance. Ken and Matt have been recognized multiple times for their unique work in private wealth management. Ken was recognized as a Five Star Wealth Manager by Los Angeles Magazine for 2018 and Matt received Five Star recognition in 2011, 2014 and 2015. Willner Heller was awarded the “Best of Business, Encino, Legal & Financial” in 2015. The firm has been featured in Los Angeles Magazine, Newsweek, Ventura Boulevard Magazine and the University of Southern California Trojan Family quarterly publication. Willner Heller manages customized portfolios of equity and fixed income instruments for a variety of clients including families, corporations, non- profits and foundations. The firm focuses on building and managing portfolios utilizing growth and income strategies, tax-efficient techniques, diversification, international exposure and tactical cash management procedures. Willner Heller’s strategy is to create unique, tax-efficient portfolios through active management, tactical asset allocation and diversification techniques designed to achieve alpha while minimizing systemic market risk. Finance Monthly Global Awards 2018 www.finance-monthly.com 61 USA PORTFOLIO MANAGEMENT ADVISORY FIRM OF THE YEAR