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Profile
Gerard Splane Edward Heffernan worked as a Managing Director & Portfolio Manager at Walthausen & Co. LLC from 2018 to 2023.
Prior to that, he was a Partner at Lord, Abbett & Co. LLC from 1998 to 2013.
He also served as an Assistant Manager-Private Placements at Confederation Life Insurance Co. from 1988 to 1990.
Heffernan completed his undergraduate degree at Villanova University.
Former positions of Gerard Heffernan
| Companies | Position | End |
|---|---|---|
Walthausen & Co. LLC
 Walthausen & Co. LLC Investment ManagersFinance Walthausen uses a value strategy in the micro and small-cap segments of the US domestic equities market. Through a bottoms-up methodology, they strive to construct a diversified portfolio of quality companies with the best reward to risk ratios as determined by their analysts with an understanding of the specific business risks as reviewed by the portfolio manager. The firm’s sell discipline consists of 3 parts: (1) they look to trim positions back to a full weight after it has appreciated beyond a specific threshold, (2) when Walthausen discovers an opportunity that exceeds that of an incumbent holding, and (3) when there is a material degradation of return on invested capital. | Portfolio Manager-Equities | 2023-11-30 |
Lord, Abbett & Co. LLC
 Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett manages equity, fixed income, and multi-asset class portfolios across a wide range of investment strategies. Portfolio management teams employ a rigorous investment approach, and the firm’s investment processes are supported by a strong internal focus on fundamental and quantitative research. | Portfolio Manager-Equities | 2013-05-31 |
Confederation Life Insurance Co.
 Confederation Life Insurance Co. Life/Health InsuranceFinance Provides life insurance services | Corporate Officer/Principal | 1989-12-31 |
Training of Gerard Heffernan
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
77
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Lord, Abbett & Co. LLC
Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett manages equity, fixed income, and multi-asset class portfolios across a wide range of investment strategies. Portfolio management teams employ a rigorous investment approach, and the firm’s investment processes are supported by a strong internal focus on fundamental and quantitative research. | Finance |
Confederation Life Insurance Co.
Confederation Life Insurance Co. Life/Health InsuranceFinance Provides life insurance services | Finance |
Villanova University
 Villanova University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Walthausen & Co. LLC
Walthausen & Co. LLC Investment ManagersFinance Walthausen uses a value strategy in the micro and small-cap segments of the US domestic equities market. Through a bottoms-up methodology, they strive to construct a diversified portfolio of quality companies with the best reward to risk ratios as determined by their analysts with an understanding of the specific business risks as reviewed by the portfolio manager. The firm’s sell discipline consists of 3 parts: (1) they look to trim positions back to a full weight after it has appreciated beyond a specific threshold, (2) when Walthausen discovers an opportunity that exceeds that of an incumbent holding, and (3) when there is a material degradation of return on invested capital. | Finance |
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