Profile
Gregory Richard Heilman worked as a Senior Vice President at Schwartz Investment Counsel, Inc. He was a Portfolio Manager at BP America, Inc. from 1987 to 1998.
From 1999 to 2002, he worked as a Vice President & Portfolio Manager at Gries Financial LLC.
He also worked as a Portfolio Manager at Western Reserve Capital Management LP.
He obtained an undergraduate degree from the University of Dayton and an MBA from the University of Toledo (Ohio).
Former positions of Greg Heilman
| Companies | Position | End |
|---|---|---|
Gries Financial LLC
 Gries Financial LLC Investment ManagersFinance Sally Gries founded Gries Financial LLC in 1978 with the objective of providing investment management services that offered superior growth of clients' assets with a moderate level of risk. Located in Cleveland, Ohio, the firm manages assets for individuals and institutional clients, including pension and profit sharing plans, foundations, endowments and corporations. | Portfolio Manager-Equities | 30/12/2002 |
BP America, Inc.
 BP America, Inc. Integrated OilEnergy Minerals BP America, Inc. transports crude oil and petroleum products. The company was founded in 1987 and is headquartered in Houston, TX. | Corporate Officer/Principal | 30/12/1998 |
Western Reserve Capital Management LP
 Western Reserve Capital Management LP Investment ManagersFinance Western Reserve Capital Management LP is a hedge fund manager located in Dallas, Texas. They manage the Western Reserve Hedged Equity LP, the Western Reserve Hedged Equity (AI) LP, the Western Reserve Master Fund LP, the Western Reserve Hedged Equity Offshore Ltd. and the Western Reserve Financial Stock Opportunity Fund LP. The firm primarily serves institutional investors such as endowments and pensions | Corporate Officer/Principal | - |
Schwartz Investment Counsel, Inc.
 Schwartz Investment Counsel, Inc. Investment ManagersFinance Schwartz Investment Counsel, Inc. (SIC) is an independent, SEC-registered investment advisor headquartered in Plymouth, Michigan. The firm was founded by George Schwartz in 1980. SIC provides investment advice to individuals, trusts, foundations, investment companies, qualified retirement plans and corporations or other businesses. | Corporate Officer/Principal | - |
Training of Greg Heilman
| University of Dayton | Undergraduate Degree |
| University of Toledo (Ohio) | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Schwartz Investment Counsel, Inc.
Schwartz Investment Counsel, Inc. Investment ManagersFinance Schwartz Investment Counsel, Inc. (SIC) is an independent, SEC-registered investment advisor headquartered in Plymouth, Michigan. The firm was founded by George Schwartz in 1980. SIC provides investment advice to individuals, trusts, foundations, investment companies, qualified retirement plans and corporations or other businesses. | Finance |
Gries Financial LLC
Gries Financial LLC Investment ManagersFinance Sally Gries founded Gries Financial LLC in 1978 with the objective of providing investment management services that offered superior growth of clients' assets with a moderate level of risk. Located in Cleveland, Ohio, the firm manages assets for individuals and institutional clients, including pension and profit sharing plans, foundations, endowments and corporations. | Finance |
BP America, Inc.
BP America, Inc. Integrated OilEnergy Minerals BP America, Inc. transports crude oil and petroleum products. The company was founded in 1987 and is headquartered in Houston, TX. | Energy Minerals |
Western Reserve Capital Management LP
Western Reserve Capital Management LP Investment ManagersFinance Western Reserve Capital Management LP is a hedge fund manager located in Dallas, Texas. They manage the Western Reserve Hedged Equity LP, the Western Reserve Hedged Equity (AI) LP, the Western Reserve Master Fund LP, the Western Reserve Hedged Equity Offshore Ltd. and the Western Reserve Financial Stock Opportunity Fund LP. The firm primarily serves institutional investors such as endowments and pensions | Finance |
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