Jonathan Heckscher Email and Phone Number
Jonathan Heckscher work email
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Jonathan Heckscher personal email
With over 25 years of experience navigating complex financial landscapes, I thrive on helping our clients achieve their long-term goals. As Regional Chief Investment Officer and Director of Fixed Income for Fiduciary Trust International of Pennsylvania, I lead a dedicated team in crafting personalized portfolios for our clients.My expertise extends beyond portfolio management. I actively shape our firm's asset allocation strategy through my membership on the Investment Committee, ensuring we stay ahead of market shifts and capitalize on emerging opportunities. My collaborative approach extends across Fiduciary Trust, working closely with portfolio managers nationwide to seamlessly implement our customized solutions for clients.Prior to joining Fiduciary Trust, I honed my skills as Managing Director at Logan Capital, managing the firm's fixed income portfolios. My earlier career saw me thrive in Bermuda, serving as Director and Executive Vice President of LOM Asset Management Limited.Beyond the financial realm, I'm passionate about giving back to our community. I actively volunteer for local organizations and contribute my financial expertise through roles on the Bond Club of Philadelphia and the Investment Committee of the Philadelphia Scholars.On a personal note, I'm a former assistant coach and player for the Bermuda National Lacrosse team, competing in the 2006 World Lacrosse Championship. This competitive spirit translates seamlessly into my investment approach, where I continuously strive for optimal outcomes for our clients.Connect with me to discuss how Fiduciary Trust International can help your portfolio reach its full potential.
Fiduciary Trust International
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Director Of Fixed Income And Chief Investment Officer - Pennsylvania RegionFiduciary Trust International May 2020 - PresentNew York, Ny, Us -
Chief Investment Officer And Director Of Fixed IncomePennsylvania Trust Jan 2019 - PresentRadnor, Pa, Us -
Director Of Institutional StrategyPennsylvania Trust Mar 2016 - Jan 2019Radnor, Pa, UsTeam leader on institutional and non-profit relationships. As part of the 2015 Strategic Plan, Pennsylvania Trust is committed to grow our footprint in the institutional space. -
Director Of Fixed IncomePennsylvania Trust Apr 2012 - Jan 2019Radnor, Pa, UsJonathan M. Heckscher is Senior Vice President and Director of Fixed Income. His responsibilities include overseeing fixed income investment policy, strategy and security selection. -
Managing DirectorLogan Capital Management, Inc. Jul 2010 - Apr 2012Newtown Square, Pennsylvania, UsAs a Portfolio Manager at Logan Capital, Jon is responsible for the daily management of both institutional and high net worth individual’s fixed income portfolios. This process encompasses the entire lifespan of a portfolio including:• Assisting with an “investment policy statement” to provide guidance, assess risk tolerance, assign responsibility and manage expectation;• Implementing strategic plans to construct the portfolio;• Rebalancing the portfolio based on market assessment of sectoral and duration risks;• Continually monitoring the portfolio for credit risks;• Communicating with the clients which include delivering comprehensive reports with attribution, amortization and rate shocking reports to explain how a portfolio is being managed.Jon regularly meets with clients in a relationship capacity to discuss market conditions and evaluate client’s future risks and expectations as well as to promote Logan’s long and proven track record.In addition, Jon produces regular presentations for existing and prospective clients which detail the firms recommendations across the various mandates. These are also conveyed in his economic commentary which is released at the beginning of each quarter. -
Evp/ Portfolio ManagerLom Asset Management Limited Apr 2000 - Dec 2010
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Executive Vice PresidentLom Asset Management Limited Jun 2000 - Jul 2010
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SettlementsStw Fixed Income Management Llc 1997 - 2000
Jonathan Heckscher Education Details
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Rollins CollegePsychology -
University Of Warwick
Frequently Asked Questions about Jonathan Heckscher
What company does Jonathan Heckscher work for?
Jonathan Heckscher works for Fiduciary Trust International
What is Jonathan Heckscher's role at the current company?
Jonathan Heckscher's current role is Managing Director - Director of Fixed Income and Chief Investment Officer, Pennsylvania Region.
What is Jonathan Heckscher's email address?
Jonathan Heckscher's email address is jo****@****ust.com
What schools did Jonathan Heckscher attend?
Jonathan Heckscher attended Rollins College, University Of Warwick.
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