Mark Heppenstall

No open positions remaining

Consumer Services

Finance

Profile

Mark E.
Heppenstall worked at Pennsylvania Public School Employees Retirement System from 1998 to 2014, serving as Managing Director of Fixed Income from 2012 to 2014.
He worked at Penn Mutual Asset Management LLC from 2014 to 2025, serving as President & Chief Investment Officer from 2022 to 2025.
Mr. Heppenstall completed undergraduate studies at Vanderbilt University in 1984 and graduate studies at Carnegie Mellon University in 1987.

Former positions of Mark Heppenstall

Companies	Position	End
Penn Mutual Asset Management LLC Penn Mutual Asset Management LLC Investment ManagersFinance PMAM seeks to find securities that are under-valued in the marketplace based on both a relative value analysis of individual securities combined with an analysis of macro-economic factors. The firm’s tailored investment strategies incorporate a unified investment philosophy and process across the fixed income risk spectrum. Through the combination of a top-down and bottom-up decision-making approach, the team seeks to capitalize upon technical and fundamental dynamics that impact fixed income markets and exploit market inefficiencies. PMAM will sell a security when they believe that the security has been fully priced.	President	2025-10-31
Pennsylvania Public School Employees Retirement System Pennsylvania Public School Employees Retirement System Investment ManagersFinance PSERS seeks to achieve returns over the proprietary policy index and provide sufficient liquidity to meet the system's operating needs. The PSERS Board of Trustees is responsible for investing funds of the System in accordance with guidelines and limitations set forth by state law. The Board is also responsible for the formulation of investment policy and provides oversight of investment activities through the finance committee that makes recommendations to the Board. Internal and external investment managers act as agents for the System. The investment office implements the investment decisions within stated policy. In accordance with the investment policy established by the Board, PSERS’ investment assets are allocated to numerous outside professional investment advisors and internal investment professionals.	Head-Fixed Income Invts	2013-12-31

See the detail of Mark Heppenstall's experience

Training of Mark Heppenstall

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Mark Heppenstall's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	4
Carnegie Mellon University Carnegie Mellon University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Pennsylvania Public School Employees Retirement System Pennsylvania Public School Employees Retirement System Investment ManagersFinance PSERS seeks to achieve returns over the proprietary policy index and provide sufficient liquidity to meet the system's operating needs. The PSERS Board of Trustees is responsible for investing funds of the System in accordance with guidelines and limitations set forth by state law. The Board is also responsible for the formulation of investment policy and provides oversight of investment activities through the finance committee that makes recommendations to the Board. Internal and external investment managers act as agents for the System. The investment office implements the investment decisions within stated policy. In accordance with the investment policy established by the Board, PSERS’ investment assets are allocated to numerous outside professional investment advisors and internal investment professionals.	Finance
Vanderbilt University Vanderbilt University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Penn Mutual Asset Management LLC Penn Mutual Asset Management LLC Investment ManagersFinance PMAM seeks to find securities that are under-valued in the marketplace based on both a relative value analysis of individual securities combined with an analysis of macro-economic factors. The firm’s tailored investment strategies incorporate a unified investment philosophy and process across the fixed income risk spectrum. Through the combination of a top-down and bottom-up decision-making approach, the team seeks to capitalize upon technical and fundamental dynamics that impact fixed income markets and exploit market inefficiencies. PMAM will sell a security when they believe that the security has been fully priced.	Finance