John Edward Heldman
Chief Executive Officer at Triad Investment Management LLC
Profile
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.
John Edward Heldman active positions
| Companies | Position | Start |
|---|---|---|
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 | Chief Executive Officer | 2007-12-31 |
Former positions of John Edward Heldman
| Companies | Position | End |
|---|---|---|
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-Equities | 2008-01-31 |
Training of John Edward Heldman
| The California State University | Masters Business Admin |
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1st degree connections
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| Private companies | 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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