Jonathan Heller, CFA, CFP® is president of KEJ Financial Advisors, his fee-only financial planning company. Heller spent 17 years at Bloomberg Financial Markets in various roles, from 1989 until 2005. He ran Bloomberg's Equity Fundamental Research Department from 1994 until 1998, when he assumed responsibility for Bloomberg's Equity Data Research Department. In 2001, he joined Bloomberg's Publishing group as senior markets editor and writer for Bloomberg Personal Finance Magazine, and an associate editor and contributor for Bloomberg Markets Magazine. In 2005, he joined SEI Investments as director of investment communications within SEI's Investment Management Unit.
Jon is also the founder of the Cheap Stocks Web site, a site dedicated to deep-value investing. He has an undergraduate degree from Grove City College and an MBA from Rider University, where he has also served on the adjunct faculty; he is also a CFA charter holder, and certified financial planner ™ practitioner.Follow @JonMHellerCFA Find Jon on Linked In, and on Google+.
Recent Articles By The Author
Here's Hoping More 'Double-Net' Value Stocks Are Netted in Acquisitions
Benchmark Electronics, FreightCar America, Kulicke & Soffa and AVX Corporation are on my radar as potential targets.
Income Seeker: What's Your Dividend Strategy Growing?
Jonathan Heller updates on his portfolio of select small-cap dividend stocks. Patience is the key to success here, he writes.
My Small-Cap Dividend Growers Are More Miss Than Hit So Far
Just 11 of the 25 names in this portfolio are in positive territory since its Jan. 1 inception, but small-caps value stocks in general haven't done much this year.
Biglari Holdings Annual Meeting Should Be a Really Big Show
CEO Sardar Biglari loves to wax on for hours about his investment philosophy, which is one reason this meeting is a must-see event.
FreightCar America Among Slim Deep-Value Pickings
There are only a handful of names in my net/net cupboard, and one I wouldn't touch with a 10-foot pole.