Heather Rupp, CFA

Director of Communications, Research Analyst

As the Director of Communications and Research Analyst, Ms. Rupp is responsible for Peritus’ external publications and investor communications. She also oversees the maintenance of the performance composite and various aspects of performance and fund 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 has also served as 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.  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.

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