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John Heldman, Cfa Email & Phone Number
Partner | Financial Adviser
at
Triad Investment Management
2 work emails found
@triadim.com
2 phones found area 949
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner | Financial Adviser
Location
Newport Beach, California, United States
Company size
Who is John Heldman, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
John Heldman, Cfa is listed as Partner | Financial Adviser at Triad Investment Management, a with 2 employees, based in Newport Beach, California, United States. AeroLeads shows a work email signal at triadim.com, phone signal with area code 949, and a matched LinkedIn profile for John Heldman, Cfa.
John Heldman, Cfa previously worked as Partner | Portfolio Manager at Triad Investment Management and Senior Vice President, Portfolio Manager at Neuberger Berman. John Heldman, Cfa holds Bachelor Of Science (B.S.), Finance, General from California State University-Long Beach.
Company email context
Email format at Triad Investment Management
This section adds company-level context without repeating John Heldman, Cfa's masked contact details.
*@triadim.com
74% confidence
AeroLeads found 2 current-domain work email signals for John Heldman, Cfa. Compare company email patterns before reaching out.
Profile bio
About John Heldman, Cfa
Founder, Partner and Financial Adviser of Triad Investment Management. Based in Newport Beach, California and founded in 2008, Triad is an employee-owned Registered Investment Adviser. We offer our services to individuals, families, business owners and charitable organizations seeking long-term relationships focused on the full spectrum of financial advice and long-term client success.
Listed skills include Portfolio Management, Investment Management, Equities, Capital Markets, and 2 others.
Current workplace
John Heldman, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Triad Investment Management
5 roles · 39 years
John Heldman, Cfa work experience
A career timeline built from the work history available for this profile.
Partner | Portfolio Manager
Over 35 years of experience in the management of investment portfolios. Prior to founding Triad, was a Senior Vice President and Portfolio Manager with Neuberger Berman. 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. CFA charterholder, and member of CFA Institute and CFA Society Orange County.
Senior Vice President, Portfolio Manager
Managed investment portfolios for high net worth investors
Mar 2005 - Mar 2008
Senior Portfolio Manager
Managed investment portfolios for high net worth individual investors.
Apr 2002 - Nov 2004
Portfolio Manager
1988 - 1999
~11 yrs
2 education records
John Heldman, Cfa education
Bachelor Of Science (B.S.), Finance, General
Master Of Business Administration (M.B.A.), Finance, General
FAQ
Frequently asked questions about John Heldman, Cfa
Quick answers generated from the profile data available on this page.
What company does John Heldman, Cfa work for?
John Heldman, Cfa works for Triad Investment Management.
What is John Heldman, Cfa's role at Triad Investment Management?
John Heldman, Cfa is listed as Partner | Financial Adviser at Triad Investment Management.
What is John Heldman, Cfa's email address?
AeroLeads has found 2 work email signals at @triadim.com for John Heldman, Cfa at Triad Investment Management.
What is John Heldman, Cfa's phone number?
AeroLeads has found 2 phone signal(s) with area code 949 for John Heldman, Cfa at Triad Investment Management.
Where is John Heldman, Cfa based?
John Heldman, Cfa is based in Newport Beach, California, United States while working with Triad Investment Management.
What companies has John Heldman, Cfa worked for?
John Heldman, Cfa has worked for Triad Investment Management, Neuberger Berman, Deutsche Bank, and Bank Of America.
How can I contact John Heldman, Cfa?
You can use AeroLeads to view verified contact signals for John Heldman, Cfa at Triad Investment Management, including work email, phone, and LinkedIn data when available.
What schools did John Heldman, Cfa attend?
John Heldman, Cfa holds Bachelor Of Science (B.S.), Finance, General from California State University-Long Beach.
What skills is John Heldman, Cfa known for?
John Heldman, Cfa is listed with skills including Portfolio Management, Investment Management, Equities, Capital Markets, Valuation, and Bonds.
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