John Edward Heldman
Amministratore Delegato presso Triad Investment Management LLC
Profilo
Mr. John E.
Heldman, CFA MBA, is a Partner & Portfolio Manager at Triad Investment Management LLC.
He brings over 35 years of experience to the management of investment portfolios.
Prior to founding Triad in 2008, Mr. Heldman was a Senior Vice President and Portfolio Manager with Neuberger Berman.
He has also managed institutional and individual investment portfolios for Deutsche Bank, Scudder Investments and Bank of America, including managing equity funds and serving on the Equity Strategy Committee.
Mr. Heldman obtained his Bachelor of Science degree in Finance and Master of Business Administration from California State University, Long Beach.
He is a CFA charterholder, and a member of CFA Institute and CFA Society Orange County.
Posizioni attive di John Edward Heldman
| Società | Posizione | Inizio |
|---|---|---|
Triad Investment Management LLC
 Triad Investment Management LLC Investment ManagersFinance Founded in 2008, Triad Investment Management LLC is a registered investment advisor located in Newport Beach, California | Amministratore Delegato | 01/01/2008 |
Precedenti posizioni note di John Edward Heldman
| Società | Posizione | Fine |
|---|---|---|
Neuberger Berman BD LLC
 Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Gestore di Portafoglio-Azioni | 01/02/2008 |
Formazione di John Edward Heldman
| The California State University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Neuberger Berman BD LLC
Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Finance |
Triad Investment Management LLC
Triad Investment Management LLC Investment ManagersFinance Founded in 2008, Triad Investment Management LLC is a registered investment advisor located in Newport Beach, California | Finance |
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