John Heldman

Heldman, John

John Heldman, CFA, is President and Portfolio Manager at Triad Investment Management, LLC. He brings over 25 years of experience to the management of investment portfolios. Prior to founding Triad, he was a Senior Vice President and Portfolio Manager with Neuberger Berman. Mr. Heldman has also managed investment portfolios for Deutsche Bank, Scudder Investments and Bank of America, including managing equity funds and serving on the equity strategy committee. He obtained his B.S. in finance and an MBA from Long Beach State University. Mr. Heldman is a CFA Charterholder, and a member of the CFA Institute and CFA Society Orange County.