Tell Me About Yourself
I’m Peter Heilbron, the founder of Trace Wealth Advisors. Working as an independent advisor, I’m proud to offer unbiased portfolio management and planning insights to individuals, families and foundations based on over 15 years of experience in the wealth management industry.
By embracing an approach informed and enhanced by technology, I tend to approach things a little differently than my more traditional counterparts. This allows me to offer my clients the personalized attention they need, while keeping Trace’s fees reasonable and fair.
Before founding Trace Wealth Advisors, I served as a Senior Vice President and Senior Investment Officer for Northern Trust’s Private Client Advisory Group. While there, I managed over $1 billion of client assets across a variety of equity, fixed income, and alternative asset strategies.
I earned my undergraduate degree from Loyola Marymount University and my MBA from The Anderson School of Management at UCLA. Additionally, I am a CFA charterholder and currently serve as a member of both the CFA Society of Los Angeles and the CFA Institute.
One of my great passions is giving back to my community and I do so by serving as a member of the Board of Trustees of Children’s Hospital Los Angeles.
When I’m not in the office, I love spending time with my wife and our three young sons, reading a good book, and playing golf.