Heather Rupp, CFA | Peritus Asset Management, LLC

As the Director of Research, Ms. Rupp is responsible for the oversight of Peritus Asset Management’s research department and processes. Her duties include generating investment ideas, conducting fundamental credit analysis of prospective investments, and actively monitoring existing holdings. She also oversees the maintenance of the performance composite and various aspects of reporting. Ms. Rupp is a member of the investment committee.

Ms. Rupp started with Peritus Asset Management, Inc.¹ in 1999 as a research analyst and in 2001 became Director of Research. She has spent her entire professional career with the founding partners of Peritus.

Ms. Rupp graduated from Westmont College, Summa Cum Laude, where she majored in Economics and Business and had the opportunity to study international trade and finance in Europe. She is currently teaching the Investment and Portfolio Management course at Westmont College. She is a Chartered Financial Analyst charterholder and a member of the CFA Institute.

¹ 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.