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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 ...More
  • Description: Mutual Fund Manager. Trading frequency: Daily
  • Interests: Bonds, Dividend stock ideas & income, ETFs
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