Karriereverlauf von Ron Heller
Ehemalige bekannte Positionen von Ron Heller
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Peritus Asset Management LLC
 Peritus Asset Management LLC Investment ManagersFinance Peritus Asset Management LLC, formerly Peritus I Asset Management, is a registered investment advisor located in Santa Barbara, California. The firm was originally founded in 1995 by Timothy Gramatovich and Ronald Heller. In April 2002, the firm's assets were acquired and the name was changed to Core Wealth Management LLC. The investment team remained at Core Wealth Management until leaving in May 2004 to form Peritus I Asset Management LLC. Peritus manages traditional separate accounts, pooled assets and structured product portfolios for the institutional and qualified retail markets. They manage a range of Peritus funds. | Vorstandsvorsitzender | 01.05.2004 | 01.09.2018 |
| Gründer | 01.05.2004 | 01.09.2018 | |
| Mitglied des Investmentausschusses | 01.05.2004 | 01.09.2018 | |
| Portfolio Manager-Fixed Income | 01.05.2004 | 01.09.2018 | |
| Präsident | 01.05.2004 | 01.09.2018 | |
| Trading-Fixed Income | 01.05.2004 | 01.09.2018 | |
| Smith Barney & Co., Inc. | Corporate Officer/Principal | 31.05.1995 | 31.05.1995 |
Ausbildung von Ron Heller
| Oregon State University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 4 |
Operativ
| Chief Executive Officer | 1 |
| Founder | 1 |
| Investment Committee Member | 1 |
Sektoral
| Finance | 3 |
| Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
| Smith Barney & Co., Inc. | Finance |
Peritus Asset Management LLC
Peritus Asset Management LLC Investment ManagersFinance Peritus Asset Management LLC, formerly Peritus I Asset Management, is a registered investment advisor located in Santa Barbara, California. The firm was originally founded in 1995 by Timothy Gramatovich and Ronald Heller. In April 2002, the firm's assets were acquired and the name was changed to Core Wealth Management LLC. The investment team remained at Core Wealth Management until leaving in May 2004 to form Peritus I Asset Management LLC. Peritus manages traditional separate accounts, pooled assets and structured product portfolios for the institutional and qualified retail markets. They manage a range of Peritus funds. | Finance |
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