Adjunct Instructor of Business and Finance
Office Location: Teaches in Spring Semester only
After class in classroom or by appointment
Investments and Portfolio Management
Heather Rupp, CFA is the Director of Research at Peritus Asset Management, LLC, a Santa Barbara based Registered Investment Advisor that manages separate accounts, pooled assets, and structured product portfolios backed primarily by high yield bonds and leveraged loans. Heather is responsible for the oversight of Peritus’ research department and processes. Her duties include generating investment ideas, conducting fundamental credit analysis of prospective investments, actively monitoring existing holdings, and serving on the investment committee. She also oversees the maintenance of the performance composite and various aspects of reporting. Heather has spent her entire professional career with the founding partners of Peritus.
Heather graduated from Westmont College in 1999, 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 the adjunct professor for the Investments and Portfolio Management course at Westmont College. Heather also serves as the Treasurer for Community Covenant Church of Goleta. She is a Chartered Financial Analyst charterholder and a member of the CFA Institute.