Career history of Ron Heller
Former positions of Ron Heller
| Companies | Position | Start | 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 | 01/05/2004 | 01/09/2018 |
| Founder | 01/05/2004 | 01/09/2018 | |
| Investment Committee Member | 01/05/2004 | 01/09/2018 | |
| Portfolio Manager-Fixed Income | 01/05/2004 | 01/09/2018 | |
| President | 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 |
Training of Ron Heller
| Oregon State University | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Chief Executive Officer | 1 |
| Founder | 1 |
| Investment Committee Member | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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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