Jeff Heuer
Analyst-Festverzinsliche Wertpapiere bei Wellington Management Co. LLP
Profil
Mr. Jeffrey W.
Heuer, CFA MBA, is a Managing Director & Fixed Income Portfolio Manager at Wellington Management Co. LLP.
He is also a bank loan portfolio manager and chair of the Bank Loan Strategy Group.
He began his career at the firm in 2001 in fixed income research, specializing in the quantitative and qualitative review of high-yield bonds and bank loans.
Before joining the firm, Mr. Heuer worked as a bank loan analyst at CypressTree Investment Management, where he analyzed credits in the consumer products, textiles, cyclical, and telecommunications industries in 1999 up to 2001).
He also held several credit analysis and lending positions at the former Chase Manhattan Bank and its predecessor organizations from 1989 up to 1998.
He received his MBA, with distinction, from the University of Pennsylvania, Wharton in 1994 and his BA from Williams College in 1989.
Additionally, he holds the Chartered Financial Analyst designation.
Aktive Positionen von Jeff Heuer
| Unternehmen | Position | Beginn |
|---|---|---|
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Analyst-Festverzinsliche Wertpapiere | 01.06.2001 |
Ehemalige bekannte Positionen von Jeff Heuer
| Unternehmen | Position | Ende |
|---|---|---|
The Chase Manhattan Bank NA
 The Chase Manhattan Bank NA Major BanksFinance The Chase Manhattan Bank NA operates a commercial banking. It provides financial products, services, and advice, planning and treasury management services. The company is located in New York, NY. | Corporate Officer/Principal | 31.01.1999 |
CypressTree Investment Management LLP
 CypressTree Investment Management LLP Investment Banks/BrokersFinance CypressTree Investment Management, LLP is an investment management firm focused exclusively on the non-investment grade loan and high yield bond asset classes. The firm and affiliated companies have a successful track record managing loan and high yield bond portfolios through various market and economic cycles. CypressTree has built its reputation on a commitment to develop and manage innovative investment programs for institutional clients including banks, insurance companies, pension plans and endowments. Having one of the most experienced investment management teams in the loan and high yield markets, CypressTree is uniquely qualified to deliver tailored and consultative solutions for clients. | Corporate Officer/Principal | 01.01.2001 |
Ausbildung von Jeff Heuer
| Williams College | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Finance |
CypressTree Investment Management LLP
CypressTree Investment Management LLP Investment Banks/BrokersFinance CypressTree Investment Management, LLP is an investment management firm focused exclusively on the non-investment grade loan and high yield bond asset classes. The firm and affiliated companies have a successful track record managing loan and high yield bond portfolios through various market and economic cycles. CypressTree has built its reputation on a commitment to develop and manage innovative investment programs for institutional clients including banks, insurance companies, pension plans and endowments. Having one of the most experienced investment management teams in the loan and high yield markets, CypressTree is uniquely qualified to deliver tailored and consultative solutions for clients. | Finance |
The Chase Manhattan Bank NA
The Chase Manhattan Bank NA Major BanksFinance The Chase Manhattan Bank NA operates a commercial banking. It provides financial products, services, and advice, planning and treasury management services. The company is located in New York, NY. | Finance |
