John Heldman

I founded Triad in 2008, after working for several larger firms including Neuberger Berman, Deutsche Bank, Scudder Investments and Bank of America. Having gained large firm experience, I wanted to set up a smaller firm focused on providing a higher level of service to a smaller base of clients.  After graduating with a Bachelor of Science degree in Finance I obtained an MBA from California State University, Long Beach. I’m also a CFA charterholder, and a member of CFA Institute and CFA Society Orange County.

My wife Tonina and I have been married 35 years.  We have two wonderful children, son Mathew (wife Jessica) and daughter Alyssa (husband Cameron).  We were blessed with our first grandchild Remi in November 2022.  I enjoy a variety of activities, including traveling, racing cars, riding off-road motorcycles, mountain biking, playing racquetball, skiing, and reading.