Richard Edward Heidemann

Director of Investments at

Paragon Capital Management LLC

Finance

Consumer Services

Profile

Mr. Richard E.
Heidemann is a Director of Investments at Paragon Capital Management LLC.
He joined the firm in October 2017 and has over 20 years of experience in security analysis and asset allocation.
Prior to joining Paragon in 2017, he gained valuable experience working for Waddell & Reed Investment Management Company (Ivy Investments) as a global research analyst for nearly a decade and held a variety of analytical positions spanning both the fixed income and equity markets at National City Bank’s Private Client Group.
Mr. Heidemann earned a Bachelor of Science from the University of Dayton with a double major in Finance and Accounting and a Master of Business Administration from the Weatherhead School of Management at Case Western Reserve University.
He is a CFA charter holder.

Richard Edward Heidemann active positions

Companies	Position	Start
Paragon Capital Management LLC Paragon Capital Management LLC Investment ManagersFinance Paragon builds each of their client’s portfolios unique to their needs, risk tolerance, and objectives, blending various strategies and financial vehicles to best suit them as investors. The firm utilizes a combination of stocks, bonds, and structured products to create tax-efficient, risk-mitigating, downside-protecting, and highly effective portfolios.	Director of Investments	01/01/2021

All active positions of Richard Edward Heidemann

Former positions of Richard Edward Heidemann

Companies	Position	End
Waddell & Reed Investment Management Co. Waddell & Reed Investment Management Co. Investment ManagersFinance WRIMCO seeks to achieve an objective of total return by allocating assets primarily among stocks, bonds and short-term instruments of issuers in markets around the globe, as well as in derivative instruments, precious metals and investments with exposure to various foreign currencies. The firm may invest in US and foreign securities. Accounts managed in this style may invest up to 100% of total assets in foreign securities, and in securities denominated in currencies other than US dollar. They may allocate its investments among these different types of securities in different proportions at different times, including up to 100% in stocks, bonds, or short-term instruments, respectively. WRIMCO may sell a security if the price of the security reaches what they believes is fair value to reduce the account’s holdings in that security, to take advantage of what it believes are more attractive investment opportunities or to raise cash. WRIMCO employs a fundamental, bottom-up investment process that is built around a committee approach for purposes of communication and idea-sharing, while the actual construction of portfolios is the responsibility of the portfolio manager. Portfolio managers determine the sectors, industries and companies that are most relevant to their strategy. In-house analysts provide fundamental analysis of companies that is shared collaboratively across investment styles. Buy decisions are implemented by the portfolio manager and may result from an analyst's recommendation or be reached independently.	Analyst-Equity	-

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Private companies	4
Waddell & Reed Investment Management Co. Waddell & Reed Investment Management Co. Investment ManagersFinance WRIMCO seeks to achieve an objective of total return by allocating assets primarily among stocks, bonds and short-term instruments of issuers in markets around the globe, as well as in derivative instruments, precious metals and investments with exposure to various foreign currencies. The firm may invest in US and foreign securities. Accounts managed in this style may invest up to 100% of total assets in foreign securities, and in securities denominated in currencies other than US dollar. They may allocate its investments among these different types of securities in different proportions at different times, including up to 100% in stocks, bonds, or short-term instruments, respectively. WRIMCO may sell a security if the price of the security reaches what they believes is fair value to reduce the account’s holdings in that security, to take advantage of what it believes are more attractive investment opportunities or to raise cash. WRIMCO employs a fundamental, bottom-up investment process that is built around a committee approach for purposes of communication and idea-sharing, while the actual construction of portfolios is the responsibility of the portfolio manager. Portfolio managers determine the sectors, industries and companies that are most relevant to their strategy. In-house analysts provide fundamental analysis of companies that is shared collaboratively across investment styles. Buy decisions are implemented by the portfolio manager and may result from an analyst's recommendation or be reached independently.	Finance
Paragon Capital Management LLC Paragon Capital Management LLC Investment ManagersFinance Paragon builds each of their client’s portfolios unique to their needs, risk tolerance, and objectives, blending various strategies and financial vehicles to best suit them as investors. The firm utilizes a combination of stocks, bonds, and structured products to create tax-efficient, risk-mitigating, downside-protecting, and highly effective portfolios.	Finance
Case Western Reserve University Case Western Reserve University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Dayton University of Dayton Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services