Mark E. Heppenstall
President at Penn Mutual Asset Management LLC
Profile
Mr. Mark E.
Heppenstall, CFA, is a President & Chief Investment Officer at Penn Mutual Asset Management LLC.
He leads the investment team and is responsible for all investment management functions.
Mr. Heppenstall has over 30 years of experience managing fixed income assets for institutional investors.
Prior to joining Penn Mutual, he served as the managing director and head of fixed income for the Pennsylvania Public Schools Employees Retirement System (PSERS) from 1998 to 2014.
At PSERS, he was responsible for the management of both internal and external fixed income strategies.
He graduated from Vanderbilt University with a Bachelor of Arts degree in U.S.
History.
He also earned a Master of Science degree in Industrial Administration from the Tepper School of Business at Carnegie Mellon University.
He has been a Chartered Financial Analyst (CFA) Charterholder since 1991.
Mark E. Heppenstall active positions
| Companies | Position | Start |
|---|---|---|
Penn Mutual Asset Management LLC
 Penn Mutual Asset Management LLC Investment ManagersFinance Penn Mutual Asset Management LLC (PMAM) is a SEC-registered investment advisor and insurance management firm headquartered in Conshohocken, Pennsylvania. The firm was founded as Independence Capital Management, Inc. in 1989. They are a wholly owned subsidiary of The Penn Mutual Life Insurance Co. PMAM offers fixed-income investment solutions and client-focused services to institutional clients. These solutions are accessible through separate accounts, sub-advisory relationships and various commingled vehicles. | President | 2021-12-31 |
Former positions of Mark E. Heppenstall
| Companies | Position | End |
|---|---|---|
Pennsylvania Public School Employees Retirement System
 Pennsylvania Public School Employees Retirement System Investment ManagersFinance Pennsylvania Public School Employees Retirement System (PSERS) is a state-owned pension fund management firm headquartered in Harrisburg, Pennsylvania. PSERS was founded in 1917 to manage the assets of the Retirement Fund for public school employees of the Commonwealth of Pennsylvania. Members eligible to participate in the System include all full-time public-school employees and part-time public-school employees who render at least 80 days or 500 hours of service yearly. | Head-Fixed Income Invts | 2013-12-31 |
Training of Mark E. Heppenstall
| Vanderbilt University | Undergraduate Degree |
| Carnegie Mellon University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Pennsylvania Public School Employees Retirement System
Pennsylvania Public School Employees Retirement System Investment ManagersFinance Pennsylvania Public School Employees Retirement System (PSERS) is a state-owned pension fund management firm headquartered in Harrisburg, Pennsylvania. PSERS was founded in 1917 to manage the assets of the Retirement Fund for public school employees of the Commonwealth of Pennsylvania. Members eligible to participate in the System include all full-time public-school employees and part-time public-school employees who render at least 80 days or 500 hours of service yearly. | Finance |
Penn Mutual Asset Management LLC
Penn Mutual Asset Management LLC Investment ManagersFinance Penn Mutual Asset Management LLC (PMAM) is a SEC-registered investment advisor and insurance management firm headquartered in Conshohocken, Pennsylvania. The firm was founded as Independence Capital Management, Inc. in 1989. They are a wholly owned subsidiary of The Penn Mutual Life Insurance Co. PMAM offers fixed-income investment solutions and client-focused services to institutional clients. These solutions are accessible through separate accounts, sub-advisory relationships and various commingled vehicles. | Finance |
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