![John Edward Heldman](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
John Edward Heldman
Directeur Général chez
Triad Investment Management LLC
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.
Postes actifs de John Edward Heldman
| Sociétés | Poste | Début |
|---|---|---|
Triad Investment Management LLC
 Triad Investment Management LLC Investment ManagersFinance Triad is a value investor that manages client’s portfolios with a long-term mentality. The firm buys individual securities, and they avoid ETFs, index funds and hedge funds. | Directeur Général | 01/01/2008 |
Anciens postes connus de John Edward Heldman
| Sociétés | Poste | Fin |
|---|---|---|
Neuberger Berman BD LLC
 Neuberger Berman BD LLC Investment ManagersFinance NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities. | Gestionnaire de Portefeuille-Actions | 01/02/2008 |
Formation de John Edward Heldman
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Sociétés cotées
Entreprise privées
Relations
94
Relations au 1er degré
3
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Neuberger Berman BD LLC
Neuberger Berman BD LLC Investment ManagersFinance NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities. | Finance |
The California State University
 The California State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Triad Investment Management LLC
Triad Investment Management LLC Investment ManagersFinance Triad is a value investor that manages client’s portfolios with a long-term mentality. The firm buys individual securities, and they avoid ETFs, index funds and hedge funds. | Finance |
