Greg Heilman

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Consumer Services

Energy Minerals

Profile

Gregory Richard Heilman worked as Portfolio Manager at BP America, Inc. from 1987 to 1998.
From 1999 to 2002, served as Vice President & Portfolio Manager at Gries Financial LLC.
Held the position of Senior Vice President at Schwartz Investment Counsel, Inc. Also worked as Portfolio Manager at Western Reserve Capital Management LP.
Completed undergraduate studies at the University of Dayton.
Earned an MBA from the University of Toledo (Ohio).

Former positions of Greg Heilman

Companies	Position	End
Gries Financial LLC Gries Financial LLC Investment ManagersFinance Gries Financial Partners develops a tailored investment strategy for each client designed specifically to address the client directed trade-off between risk and return. The firm seeks to maximize the risk-return equation in order to reach the client’s return goals with low volatility and downside protection through diverse asset allocation and diligent investment manager selection within asset classes.	Portfolio Manager-Equities	31/12/2002
BP America, Inc. BP America, Inc. Integrated OilEnergy Minerals Operates as an oil & gas exploration company	Corporate Officer/Principal	31/12/1998
Western Reserve Capital Management LP Western Reserve Capital Management LP Investment ManagersFinance Western Reserve Capital Management focuses on investments in the public equity securities of services economy growth companies	Corporate Officer/Principal	-
Schwartz Investment Counsel, Inc. Schwartz Investment Counsel, Inc. Investment ManagersFinance SIC actively manages equity and fixed income portfolios and balanced portfolios. The firm uses fundamental security analysis to identify equity securities that are believed to be selling below their intrinsic value. In selecting stocks and other equity securities, special emphasis is placed on identifying companies with superior business characteristics and managerial integrity, which may include companies that are currently out-of-favor with the market or companies undergoing changes that may significantly enhance shareholder value in the future. SIC generally selects fixed income securities that appear undervalued relative to other securities or securities believed to have a higher potential for credit upgrade.	Corporate Officer/Principal	-

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Private companies	6
Schwartz Investment Counsel, Inc. Schwartz Investment Counsel, Inc. Investment ManagersFinance SIC actively manages equity and fixed income portfolios and balanced portfolios. The firm uses fundamental security analysis to identify equity securities that are believed to be selling below their intrinsic value. In selecting stocks and other equity securities, special emphasis is placed on identifying companies with superior business characteristics and managerial integrity, which may include companies that are currently out-of-favor with the market or companies undergoing changes that may significantly enhance shareholder value in the future. SIC generally selects fixed income securities that appear undervalued relative to other securities or securities believed to have a higher potential for credit upgrade.	Finance
BP America, Inc. BP America, Inc. Integrated OilEnergy Minerals Operates as an oil & gas exploration company	Energy Minerals
Gries Financial LLC Gries Financial LLC Investment ManagersFinance Gries Financial Partners develops a tailored investment strategy for each client designed specifically to address the client directed trade-off between risk and return. The firm seeks to maximize the risk-return equation in order to reach the client’s return goals with low volatility and downside protection through diverse asset allocation and diligent investment manager selection within asset classes.	Finance
University of Dayton University of Dayton Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Toledo (Ohio) University of Toledo (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Western Reserve Capital Management LP Western Reserve Capital Management LP Investment ManagersFinance Western Reserve Capital Management focuses on investments in the public equity securities of services economy growth companies	Finance