Kurt has a BA and MA in Communication and over 20 years of business experience, almost always serving as a project or program manager, director, or consultant or as an analyst. He lived and worked in many different locations in the U.S., London, England, and Hong Kong. He has experience in at least 18 different industries and 31 different enterprises. Although he was only 49, he essentially retired in 2008 and began spending a lot more time studying investing. His articles are largely written as a public service. They provide investors with a rare totally unbiased view of the investing landscape and often include unique analysis.
Richard E. Barsom You know those annoying emails you would get about penny stocks in the late 90's that had the title "Hey". That was me and my company. Turned into a career in in the mid 2000's by trading in the micro cap arena.
Ronald J. Heller - Chief Executive Officer & Senior Portfolio Manager
Prior to Mr. Heller’s investment career, he had a seven year career in the NFL with the San Francisco 49ers, winning a Super Bowl Ring in Super Bowl XXIII, Atlanta Falcons and Seattle Seahawks, retiring in 1993. Beginning in 1993, Mr. Heller spent two years at Smith Barney as a financial consultant where he worked with Tim Gramatovich.
Mr. Heller attended Oregon State University where he played football while majoring in Kinesiology and Secondary Education. He received his California State Coaching Certification through UCSB and also attended the University of San Francisco in his off-season with the San Francisco 49ers, taking business accounting and tax law courses.
Mr. Heller co-founded Peritus Asset Management, Inc. in 19951. As Senior Portfolio Manager, he is responsible for the portfolio management and trading activities for Peritus, ensuring that the firm’s strategy is properly implemented and that the clients receive the best execution on all trades. Over the past 15 years, Mr. Heller has developed long standing relationships across Wall Street for new issue and secondary trading in both the Investment Grade and High Yield assets classes. As high yield bonds are not an “exchange-traded” asset class, the ability to find, negotiate and acquire bonds is a critical component of portfolio performance. Additionally, Mr. Heller has been responsible for the maintenance of all custody and investment dealer relationships and sits on the investment committee.
Peritus Asset Management, Inc. was founded in 1995 and continued in operation through April 2002. The assets were then acquired and the name was changed to Core Wealth Management, LLC. The investment team remained at Core Wealth Management, until leaving to form Peritus I Asset Management, LLC in May 2004. The investment team and process remained the same through the various entities.
Interested in technology and financial markets. Undergrad in engineering, MS in Comp Sci and an MBA in finance. Building tools for individual investors to make more informed decisions about the stocks and mutual funds they choose.
Identify businesses that have long-term sustainable growth opportunities and are trading at a good value.
I'm a member of the Investor Relations team at Callinex Mines Inc. Feel free to get in touch here or on any of our other Social Media profiles for more information about the company and our progress.
Krystof Huang is a manager of autotrading strategies which focus equally on safety and performance. Krystof donates most subscription fees to environmental and charity organizations. Krystof also operates the Stocknectar.Org website--featuring free articles and newsletters concerning long-short equity investing.
Spent over 30 years developing leading-edge software technology before getting 'involuntarily retired' several years ago. Still interested in software architectures, and personal research in advanced ontology architectures (I have rather idiosyncratic views on how these should be developed).
Having failed to pay attention to my retirement portfolio prior to 2008 (it was all in stock funds at the time), waited until early 2010 to get the main rebound. Then started to actively engage in my own financial planning and portfolio management. Started treating this as a 'full-time job' in 2011. Started to get comfortable with my portfolio management approach in 2012 - and managed to get almost 14% last year (2012) in my main IRA with a basically 'conservative' 65% bond funds to 35% equities model ;-)
Sadly, two smaller portfolios didn't do anything like that well, and I am working on understanding why - I believe it is largely because they were much less diversified, despite being nominally more aggressively allocated.
Started drawing pension this year, but still need to draw down the portfolio by around 15-20% a year (assuming no return) until I draw social security (target in around 4 years), at which point I should finally become cash-flow positive - yay!
Richard Glenn worked as a trader on Wall St. before striking out on his own. He is currently a full time trader, trading options and equities for his own account. He lives in Washington, DC.
Portfolio Manager, Belpointe Asset Management, Greenwich, CT
Chris is responsible for overseeing investment advice given to clients of Belpointe Asset Management. His specialty niche focuses on using options to hedge risk and enhance returns, and more opaque fixed income alternatives.
Chris began his career in finances in fixed income institutional sales at UBS. While at UBS he transitioned to the Private Client Group in Stamford, Connecticut, where he was responsible for managing the finances of successful individuals, families, and institutions. He resigned from UBS in March 2009 to join Belpointe Asset Management.
Prior to joining UBS, Chris was a National Account Manager for Lexmark International. He was based out of Washington, DC, and was responsible for sales to Federal entities, including the Department of the Navy, the Executive Office of the President, the US Congress, NRO, DIA, and the NSA.
Chris started his professional career at Los Angeles Air Force Base. As an officer, he led the team responsible for researching and designing rocket technologies for the next generation of space launch vehicles.
In his personal time he enjoys backpacking, camping, skiing,and reading - mostly science and history.
Chris is a 1993 graduate of the US Air Force Academy, where he received a Bachelors of Science Degree in Aeronautical Engineering. He also received a Masters of Science in Systems Management from the University of Southern California in 1998. He has passed the NASD Series 7 and Series 66 exams. Chris is currently licensed as an investment advisor representative.
Blogging as http://investingcomments.wordpress.com on occasional basis. Started investing in 1974. Have seen many ups and downs. Overall, quite successful, though not fabulously. I have done better than market, in the final analysis, but not consistently. In the process, I have accummulated a great deal of information and knowledge, having read hundreds of books on investments, from all sorts of angles. I have traded stocks, options, futures, commodities, indexes and so on. Currently I have become an intermediate term investor, focusing on ETF's, in the main. I have taught personal finance and investing at college level. I have been an educationist all my life, now retired as an emeritus professor of philosophy and religion. I believe personal finance should be a required course in all higher education programs.