Gerard Heffernan
Portfolio Manager-Aktien bei Walthausen & Co. LLC
Profil
Mr. Gerard S.
Heffernan is a Managing Director & Portfolio Manager at Walthausen & Co. LLC.
He is responsible for on all three of firm’s strategies.
Prior to joining Walthausen in 2018, Mr. Heffernan was an investment consultant to Linde Hansen & Co., where he was developing a micro-cap value strategy.
Prior to Linde Hansen, he was a partner and portfolio manager at Lord Abbett & Co. where he was the founding portfolio manager on the Lord Abbett Micro Cap Value fund from 1998 to 2013 and portfolio manager on the Lord Abbett Small Cap Value Fund from 2009 to 2013.
Prior to Lord Abbett, he was a portfolio manager at CL Capital Management Company.
Mr. Heffernan received a B.S.
in Business Administration from Villanova University and is a holder of the Chartered Financial Analyst designation.
Aktive Positionen von Gerard Heffernan
| Unternehmen | Position | Beginn |
|---|---|---|
Walthausen & Co. LLC
 Walthausen & Co. LLC Investment ManagersFinance Walthausen & Co. LLC (Walthausen) is an independent registered investment advisor headquartered in Malta, New York. The firm was founded by John B. Walthausenin 2007. Walthausen provides discretionary investment advisory services to pension and profit-sharing plans; corporations; healthcare organizations; foundations, endowments and other charitable organizations; and registered investment companies (mutual funds). | Portfolio Manager-Aktien | 01.02.2018 |
Ehemalige bekannte Positionen von Gerard Heffernan
| Unternehmen | Position | Ende |
|---|---|---|
Lord, Abbett & Co. LLC
 Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts. | Portfolio Manager-Aktien | 01.06.2013 |
| Confederation Life Insurance Co. | Corporate Officer/Principal | 01.01.1990 |
Ausbildung von Gerard Heffernan
| Villanova University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Lord, Abbett & Co. LLC
Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett & Co. LLC (Lord Abbett) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. Founded in 1929, Lord Abbett provides advisory services to a variety of institutional clients, the Lord Abbett Funds and other registered investment companies sponsored by third parties, the Lord Abbett UCITS Funds, the Lord Abbett Luxembourg Fund, other foreign funds, privately offered commingled funds and various separately managed accounts. | Finance |
| Confederation Life Insurance Co. | Finance |
Walthausen & Co. LLC
Walthausen & Co. LLC Investment ManagersFinance Walthausen & Co. LLC (Walthausen) is an independent registered investment advisor headquartered in Malta, New York. The firm was founded by John B. Walthausenin 2007. Walthausen provides discretionary investment advisory services to pension and profit-sharing plans; corporations; healthcare organizations; foundations, endowments and other charitable organizations; and registered investment companies (mutual funds). | Finance |
