John Edward Heldman

Vorstandsvorsitzender bei Triad Investment Management LLC

66 Jahre

Finance

Consumer Services

Profil

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.

Aktive Positionen von John Edward Heldman

Unternehmen	Position	Beginn
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	Vorstandsvorsitzender	01.01.2008

Alle aktiven Positionen von John Edward Heldman

Ehemalige bekannte Positionen von John Edward Heldman

Unternehmen	Position	Ende
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.	Portfolio Manager-Aktien	01.02.2008

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Ausbildung von John Edward Heldman

The California State University

Masters Business Admin

Erfahrungen
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Unternehmensverbindungen

Private Unternehmen	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