Peter Heilbron is the founder and CEO of Trace Wealth Advisors. He has over 15 years of portfolio management experience serving private clients and foundations. Prior to founding Trace Wealth Advisors, Peter was a Senior Vice President and Senior Investment Officer in Northern Trust’s Private Client Advisory Group, managing over $1 billion of client assets across a variety of equity, fixed income, and alternative asset strategies. Peter is recognized as a speaker and commentator on markets, having been quoted in such publications as the Wall Street Journal, New York Times, and Hollywood Reporter.
Peter performed his undergraduate studies at Loyola Marymount University and received his MBA from The Anderson School of Management at UCLA. He is a CFA charterholder and a member of both the CFA Society of Los Angeles and the CFA Institute. Peter is also actively involved as a member of the Board of Trustees of Children’s Hospital Los Angeles.
In his free time, Peter enjoys spending time with his wife and three young sons, reading, and playing golf.