Ethan Heller

Ethan Heller has formed his career through discipline, steady effort, and clear thinking under pressure. At Lehigh University, he earned a Bachelor of Science in Business & Economics with a major in Finance and a a in Management minor in Management. He consistently earned Dean’s List honors and graduated with the highest academic honors. During college, Ethan competed as a Division I baseball player and spent 20-25 hours/week on practice, games, and leadership development. After an injury ended his athletic career, he continued contributing to the sport by helping coaches use performance data to develop training strategies. This helped him learn how to simplify complex information and make decisions when outcomes were uncertain. Ethan's early private equity experience came through multiple internships, where he worked with senior management and portfolio company executives. He spoke with over 20 executives across various industries and learned how organizations think about growth, culture, and future direction. He also presented acquisition analyses directly to a CEO and took part in product development discussions for a portfolio company. He conducted pricing and industry analysis for a prototype product with multimillion-dollar implications. After graduation, Ethan began his career at a private equity firm as a Project Specialist. His work focused on execution-based initiatives with measurable financial benefits across portfolio companies. He analyzed fuel consumption and cost structures for aircraft operations and developed break-even models to increase flight activity and reduce inefficiencies. He also developed an inventory system for nationwide consolidation, helping reduce costs and improve operations. Ethan later led a cost-reduction program that delivered over $300k in annualized savings and supported cash flow and financial stability. He also prepared daily liquidity analyses to maintain flexible capital allocation. During asset restructuring, he worked on financial planning and analysis for real estate deals across multiple states, helping guide decisions about buying, selling, and long-term planning. In 2025, Ethan joined LUMA Financial Group. He works with clients in various industries and uses financial modeling, budgeting, and performance tracking to help businesses understand key metrics and make clearer decisions about investments and operations. Ethan also founded and serves as managing partner of an investment holding company focused on traditional and alternative investments, including real estate, public markets, and cryptocurrency. He trades Nasdaq-100 futures contracts and also serves as managing partner in a real estate holding company with residential and commercial properties in several states. Ethan Heller also values purpose, service, and accountability. He has trained younger team members, supported charitable and humanitarian organizations, helped food insecurity initiatives, and spoken with donors about international programs for orphaned children.