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John Heilner

Chief Investment Officer at WT Wealth Management

  • LinkedIn

In my last two positions I have been responsible for managing over $500 million in client capital in a variety of ETF and individual equity strategies. I specialize in building risk manag...

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WT WEALTH MANAGEMENT

WT WEALTH MANAGEMENT

  • description Description
    Our approach to portfolio management keeps us focused on your long-term objectives while providing flexibility to capitalize on shorter-term opportunities. Our role in portfolio management in...

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  • Employees count Employees 11-50
  • Revenue Revenue 10 Million to 25 Million
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Employees

Brent Rankin

Investment Model & Strategy Analyst and Investment Advisor at Wt Wealth Management

Eileen Proud

Senior Investment Advisor

John Heilner

Chief Investment Officer

Lisa Short

Trade Specialist/Marketing Lead/Office Manager

Naomi French

Administrative Assistant

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  • Email  :  j****@wtwealthmanagement.com

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