Jonathan Heckscher

Jonathan Heckscher Email and Phone Number

Managing Director - Director of Fixed Income and Chief Investment Officer, Pennsylvania Region @ Fiduciary Trust International
Jonathan Heckscher's Location
Greater Philadelphia, United States, United States
Jonathan Heckscher's Contact Details

Jonathan Heckscher work email

Jonathan Heckscher personal email

n/a
About Jonathan Heckscher

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.

Jonathan Heckscher's Current Company Details
Fiduciary Trust International

Fiduciary Trust International

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Managing Director - Director of Fixed Income and Chief Investment Officer, Pennsylvania Region
Jonathan Heckscher Work Experience Details
  • Fiduciary Trust International
    Director Of Fixed Income And Chief Investment Officer - Pennsylvania Region
    Fiduciary Trust International May 2020 - Present
    New York, Ny, Us
  • Pennsylvania Trust
    Chief Investment Officer And Director Of Fixed Income
    Pennsylvania Trust Jan 2019 - Present
    Radnor, Pa, Us
  • Pennsylvania Trust
    Director Of Institutional Strategy
    Pennsylvania Trust Mar 2016 - Jan 2019
    Radnor, Pa, Us
    Team 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.
  • Pennsylvania Trust
    Director Of Fixed Income
    Pennsylvania Trust Apr 2012 - Jan 2019
    Radnor, Pa, Us
    Jonathan M. Heckscher is Senior Vice President and Director of Fixed Income. His responsibilities include overseeing fixed income investment policy, strategy and security selection.
  • Logan Capital Management, Inc.
    Managing Director
    Logan Capital Management, Inc. Jul 2010 - Apr 2012
    Newtown Square, Pennsylvania, Us
    As 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.
  • Lom Asset Management Limited
    Evp/ Portfolio Manager
    Lom Asset Management Limited Apr 2000 - Dec 2010
  • Lom Asset Management Limited
    Executive Vice President
    Lom Asset Management Limited Jun 2000 - Jul 2010
  • Stw Fixed Income Management Llc
    Settlements
    Stw Fixed Income Management Llc 1997 - 2000

Jonathan Heckscher Education Details

  • Rollins College
    Rollins College
    Psychology
  • University Of Warwick
    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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