Profile
Ronald Jeffery Heller was the founder and CEO & Senior Portfolio Manager of Peritus Asset Management LLC, which was founded in 2004.
In 2018, he left the company.
He worked as a Financial Consultant at Smith Barney & Co., Inc. from 1993 to 1995.
Mr. Heller received his undergraduate degree from Oregon State University in 1985.
Former positions of Ron Heller
| Companies | Position | End |
|---|---|---|
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. | Chief Executive Officer | 01/09/2018 |
| Smith Barney & Co., Inc. | Corporate Officer/Principal | 31/05/1995 |
Training of Ron Heller
| Oregon State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
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 |
| Smith Barney & Co., Inc. | Finance |
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- Ron Heller
