John Heffern
Director/Board Member at FIRST BANCORP.
Net worth: 2 M $ as of 29/04/2024
Profile
Mr. John A.
Heffern is a Co-President of Institutional Platforms & Client Services at Princeton Capital Management LLC, an Independent Director at First BanCorp (Puerto Rico) and a Principal at KCA Equity Advisors LLC.
He is on the Board of Directors at FirstBank Puerto Rico (Santurce, San Juan) and First BanCorp (Puerto Rico).
He is also a member of investment committee of Princeton Capital Management LLC.
He leads the firm’s client services and marketing efforts with a particular focus on broadening existing relationships and executing strategies to extend our differentiated investment products onto platforms for new clients.
He has 35 years of investment research and portfolio management experience.
Mr. Heffern was previously employed as a Portfolio Manager by Mendon Capital Advisors Corp., a Trustee by Princeton Junior School, a Senior VP & Senior Manager-Portfolio by Delaware Investment Advisers, a Senior Vice President by Delaware Management Business Trust, a Senior Vice President by NatWest Securities Ltd., a Senior Vice President by NatWest Markets Equity Corp., a Banking Analyst by Alex Brown Investment Management LLC, a Managing Partner & Senior Portfolio Manager by Chartwell Investment Partners LLC, and a Founder by Delaware American Services Fund.
He earned his BA in Economics as well as his MBA in Finance (Beta Gamma Sigma national honor society in Business Administration) from the University of North Carolina at Chapel Hill.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
FIRST BANCORP
0.05% | 24/03/2024 | 87,772 ( 0.05% ) | 2 M $ | 29/04/2024 |
John Heffern active positions
| Companies | Position | Start |
|---|---|---|
| FIRST BANCORP. | Director/Board Member | 25/10/2017 |
FirstBank Puerto Rico (Santurce, San Juan)
 FirstBank Puerto Rico (Santurce, San Juan) Regional BanksFinance Part of First BanCorp (Puerto Rico), FirstBank Puerto Rico is a state chartered commercial bank based in San Juan, Puerto Rico. The Puerto Rican company's main focus is providing commercial banking services. Aurelio Alemán-Bermúdez has been the CEO of the private company since 1998. | Director/Board Member | 25/10/2017 |
KCA Equity Advisors LLC
 KCA Equity Advisors LLC Investment ManagersFinance KCA Equity Advisors LLC provides investment advice. The American company was founded by John Adrian Heffern. | Founder | 31/12/2016 |
Princeton Capital Management LLC
 Princeton Capital Management LLC Investment ManagersFinance Princeton Capital Management LLC (Princeton Capital) is an independent registered investment advisor headquartered in Red Bank, New Jersey. On September 2017, Hudson Canyon Investment Counselors LLC (founded in 2001) acquired the assets of Princeton Capital Management, Inc. (founded in 1988) and changed its name from Hudson Canyon Investment Counselors LLC to Princeton Capital Management LLC. Princeton Capital offers investment advice to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, other pooled investment vehicles, family offices, civic, education and artistic organizations, other investment advisers and other business entities. | President | 31/12/2022 |
Former positions of John Heffern
| Companies | Position | End |
|---|---|---|
Mendon Capital Advisors Corp.
 Mendon Capital Advisors Corp. Investment ManagersFinance Mendon Capital Advisors Corp. (Mendon Capital) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Rochester, New York. The firm was founded by Anton V. Schutz in 1996. Mendon Capital provides investment advice, as a sub-advisor, to registered investment funds, a Hedge Fund and certain separately managed accounts advised by ELCO Management Co. LLC. | Portfolio Manager-Equities | 31/12/2022 |
| Princeton Junior School | Director/Board Member | 31/08/2018 |
Delaware Investment Advisers
 Delaware Investment Advisers Investment Trusts/Mutual FundsMiscellaneous Part of Macquarie Group Ltd., Delaware Investment Advisers is an Open-End Investment Fund/Unit Trust. The private company is based in Philadelphia. | Corporate Officer/Principal | 31/12/2004 |
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Analyst-Equity | 30/12/2004 |
| NatWest Securities Ltd. | Corporate Officer/Principal | 31/12/1996 |
Training of John Heffern
| The University of North Carolina at Charlotte | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| FIRST BANCORP. | Finance |
| Private companies | 12 |
|---|---|
Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Finance |
Alex Brown Investment Management LLC
 Alex Brown Investment Management LLC Investment ManagersFinance Headquartered in Baltimore, Maryland, Alex. Brown Investment Management LP (ABIM) is a registered investment advisor owned by J. Dorsey Brown and Buppert, Behrens & Owen, Inc. | Finance |
Chartwell Investment Partners LLC
 Chartwell Investment Partners LLC Investment ManagersFinance Chartwell Investment Partners LLC (Chartwell) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Timothy Riddle in 1997 and is a subsidiary of Carillon Tower Advisers, Inc. (dba Raymond James Investment Management), which is owned by Raymond James Financial, Inc. (NYSE: RJF) in Great Britain. Chartwell provides investment supervisory services on a continuous basis to a variety of individual, institutional, investment company, private fund and corporate clients. The firm is a sub-adviser to investment companies registered under the Investment Company Act of 1940. | Finance |
Princeton Capital Management LLC
Princeton Capital Management LLC Investment ManagersFinance Princeton Capital Management LLC (Princeton Capital) is an independent registered investment advisor headquartered in Red Bank, New Jersey. On September 2017, Hudson Canyon Investment Counselors LLC (founded in 2001) acquired the assets of Princeton Capital Management, Inc. (founded in 1988) and changed its name from Hudson Canyon Investment Counselors LLC to Princeton Capital Management LLC. Princeton Capital offers investment advice to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, other pooled investment vehicles, family offices, civic, education and artistic organizations, other investment advisers and other business entities. | Finance |
Mendon Capital Advisors Corp.
Mendon Capital Advisors Corp. Investment ManagersFinance Mendon Capital Advisors Corp. (Mendon Capital) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Rochester, New York. The firm was founded by Anton V. Schutz in 1996. Mendon Capital provides investment advice, as a sub-advisor, to registered investment funds, a Hedge Fund and certain separately managed accounts advised by ELCO Management Co. LLC. | Finance |
| NatWest Securities Ltd. | Finance |
FirstBank Puerto Rico (Santurce, San Juan)
FirstBank Puerto Rico (Santurce, San Juan) Regional BanksFinance Part of First BanCorp (Puerto Rico), FirstBank Puerto Rico is a state chartered commercial bank based in San Juan, Puerto Rico. The Puerto Rican company's main focus is providing commercial banking services. Aurelio Alemán-Bermúdez has been the CEO of the private company since 1998. | Finance |
| Delaware American Services Fund | Miscellaneous |
RBS Equity Corp.
 RBS Equity Corp. Financial ConglomeratesFinance Part of NatWest Group Plc, RBS Equity Corp. is a private equity firm. The private company is based in New York, NY. | Finance |
Delaware Investment Advisers
Delaware Investment Advisers Investment Trusts/Mutual FundsMiscellaneous Part of Macquarie Group Ltd., Delaware Investment Advisers is an Open-End Investment Fund/Unit Trust. The private company is based in Philadelphia. | Miscellaneous |
KCA Equity Advisors LLC
KCA Equity Advisors LLC Investment ManagersFinance KCA Equity Advisors LLC provides investment advice. The American company was founded by John Adrian Heffern. | Finance |
| Princeton Junior School |
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