Our Team

John Heldman

John Heldman, CFA

Partner | Portfolio Manager

John brings over 30 years of experience to the management of investment portfolios. Prior to founding Triad, he was a Senior Vice President and Portfolio Manager with Neuberger Berman. John 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. He obtained his Bachelor of Science degree in Finance and Master of Business Administration from California State University, Long Beach. John is a CFA charterholder, and a member of CFA Institute and CFA Society Orange County.

 

Dave Hutchison

David Hutchison, CFA

Partner | Portfolio Manager

Dave has 23 years of experience in investment management. Prior to joining Triad, he served as Investment Strategist for Chamberlain Group, directing investment manager research. Dave also founded and managed Hutchison Capital, a registered investment advisor. He holds a Bachelor’s degree in Political Science from Macalester College and a Master of Business Administration from the University of Southern California’s Marshall School of Business. Dave is a CFA charterholder, and a member of CFA Institute and CFA Society Orange County.

 

Marisa Pickar

Marisa Pickar

Operations Associate

Marisa has 14 years of experience in the investment industry. Before joining Triad she held positions at Wells Fargo Advisors, Morgan Stanley and Smith Barney assisting clients and financial advisors. Prior to that she worked in public relations. Marisa holds a Bachelor’s degree in Speech Communications from California State University, Northridge. She is also a Notary Public.