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Profil
Mr. Joe Heintzman is Vice President at New Covenant Trust Co. N.A.
Mr. Heintzman was previously employed as Financial Advisor by Merrill Lynch & Co., Inc., Senior Vice President by J.J.B. Hilliard, W.
L.
Lyons LLC Asset Management, and a Principal by New Covenant Funds.
Mr. Heintzman received his undergraduate degree from the University of Louisville.
Anciens postes connus de Joe Heintzman
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch & Co., Inc.
 Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | 31/12/2006 |
J.J.B. Hilliard, W.L. Lyons LLC (Investment Management)
 J.J.B. Hilliard, W.L. Lyons LLC (Investment Management) Investment ManagersFinance Hilliard Lyons-IM utilizes various techniques but primarily relies on fundamental analysis. The information used in researching includes traditional sources of independent information such as financial newspapers, magazines, and research material prepared by third parties, and, also, the internet. Other sources include prospectuses prepared by issuers, corporate filings with the Securities and Exchange Commission (SEC), and corporate releases. | Corporate Officer/Principal | 31/07/2004 |
New Covenant Funds
 New Covenant Funds Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Corporate Officer/Principal | - |
New Covenant Trust Co., NA
 New Covenant Trust Co., NA Investment Trusts/Mutual FundsMiscellaneous New Covenant Trust Co. offers traditional financial planning and investment management services in a manner consistent with the principles and values of Christian stewardship. They employ a socially responsible investing approach that makes investment decisions consistent with the social-witness principles adopted by the General Assembly of the Presbyterian Church. The New Covenant Funds may also limit investments in companies involved in gambling, alcohol and firearm-related issues. The Funds may opt to sell otherwise profitable investments in companies with practices that conflict with these social-witness principles. New Covenant also takes an active role in promoting other socially responsible practices involving issues such as: a company's actions towards its employees, how it interacts with the communities in which it manufactures and sells its products and its environmental record. New Covenant manages the following funds: the New Covenant Growth Fund, the New Covenant Income Fund, the New Covenant Balanced Growth Fund, the New Covenant Balanced Income Fund and the New Covenant Treasury Obligations Fund. The New Covenant Growth Fund invests primarily in the common stocks and other equity securities of companies of all sizes. The Fund invests in US and foreign companies that are believed to have long-term growth potential. The Fund seeks to provide long-term capital appreciation. Dividend income, if any, will be incidental. The New Covenant Income Fund invests primarily in corporate bonds and government bonds issued or guaranteed by the US government or one of its agencies and in MBS and ABS of varying maturities. The Fund strives to provide income to complement a portfolio of more aggressive investments. The New Covenant Balanced Growth Fund invests in a balanced portfolio of stocks and bonds with an emphasis on growth. The Fund invests approximately 60% of its assets in shares of the New Covenant Growth Fund with the balance of its assets in shares of the New Covenant Income Fund. The Fund seeks to provide capital appreciation with less risk than would be present in a portfolio of only common stocks. The New Covenant Balanced Income Fund seeks to provide current income and long-term growth of capital. It seeks to provide capital appreciation with less risk than would be present in a portfolio of only common stocks. The Fund invests in a balanced portfolio of stocks and bonds with an emphasis on income. Approximately 65% of its assets are invested in the shares of the New Covenant Income Fund with the balance of its assets invested in shares of the New Covenant Growth Fund. The New Covenant Treasury Obligations Fund seeks to provide current income consistent with stability of principal. The Fund invests primarily in a portfolio of short-term US Treasury securities. These investments include purchase agreements collateralized fully by US Treasury securities. | Gestionnaire de Portefeuille-Actions | - |
Formation de Joe Heintzman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
95
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
New Covenant Funds
New Covenant Funds Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
New Covenant Trust Co., NA
New Covenant Trust Co., NA Investment Trusts/Mutual FundsMiscellaneous New Covenant Trust Co. offers traditional financial planning and investment management services in a manner consistent with the principles and values of Christian stewardship. They employ a socially responsible investing approach that makes investment decisions consistent with the social-witness principles adopted by the General Assembly of the Presbyterian Church. The New Covenant Funds may also limit investments in companies involved in gambling, alcohol and firearm-related issues. The Funds may opt to sell otherwise profitable investments in companies with practices that conflict with these social-witness principles. New Covenant also takes an active role in promoting other socially responsible practices involving issues such as: a company's actions towards its employees, how it interacts with the communities in which it manufactures and sells its products and its environmental record. New Covenant manages the following funds: the New Covenant Growth Fund, the New Covenant Income Fund, the New Covenant Balanced Growth Fund, the New Covenant Balanced Income Fund and the New Covenant Treasury Obligations Fund. The New Covenant Growth Fund invests primarily in the common stocks and other equity securities of companies of all sizes. The Fund invests in US and foreign companies that are believed to have long-term growth potential. The Fund seeks to provide long-term capital appreciation. Dividend income, if any, will be incidental. The New Covenant Income Fund invests primarily in corporate bonds and government bonds issued or guaranteed by the US government or one of its agencies and in MBS and ABS of varying maturities. The Fund strives to provide income to complement a portfolio of more aggressive investments. The New Covenant Balanced Growth Fund invests in a balanced portfolio of stocks and bonds with an emphasis on growth. The Fund invests approximately 60% of its assets in shares of the New Covenant Growth Fund with the balance of its assets in shares of the New Covenant Income Fund. The Fund seeks to provide capital appreciation with less risk than would be present in a portfolio of only common stocks. The New Covenant Balanced Income Fund seeks to provide current income and long-term growth of capital. It seeks to provide capital appreciation with less risk than would be present in a portfolio of only common stocks. The Fund invests in a balanced portfolio of stocks and bonds with an emphasis on income. Approximately 65% of its assets are invested in the shares of the New Covenant Income Fund with the balance of its assets invested in shares of the New Covenant Growth Fund. The New Covenant Treasury Obligations Fund seeks to provide current income consistent with stability of principal. The Fund invests primarily in a portfolio of short-term US Treasury securities. These investments include purchase agreements collateralized fully by US Treasury securities. | Miscellaneous |
University of Louisville
 University of Louisville Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
J.J.B. Hilliard, W.L. Lyons LLC (Investment Management)
J.J.B. Hilliard, W.L. Lyons LLC (Investment Management) Investment ManagersFinance Hilliard Lyons-IM utilizes various techniques but primarily relies on fundamental analysis. The information used in researching includes traditional sources of independent information such as financial newspapers, magazines, and research material prepared by third parties, and, also, the internet. Other sources include prospectuses prepared by issuers, corporate filings with the Securities and Exchange Commission (SEC), and corporate releases. | Finance |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
