![John Heffern](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
John Heffern
Directeur/Membre du Conseil chez
FIRST BANCORP.
Fortune : 2 M $ au 31/05/2026
Profil
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 has over 35 years of investment research and portfolio management experience.
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 began working with the firm as a Consultant in early 2022 after a 30+ years investment management career that included leadership of institutional investment teams executing multi-billion-dollar small cap and mid cap growth mandates for a variety of clients directly and as sub-adviser.
His portfolio management experience spans all market capitalizations from micro-cap to large cap, in growth and value styles, with broad sector exposures.
Concurrently, he serves as an Independent Director for a NYSE-listed financial institution with membership on its Credit (current chair), Risk, Audit, ALCO committees, as well as past chair of its Corporate Governance & Nominating Committee.
Previous employment includes Founder/Principal, KCA/Princeton Advisors, LLC; Managing Partner/Sr. Portfolio Manager, Chartwell Investment Partners; Sr. Vice President/Sr. Portfolio Manage,r Delaware Investments, Sr. Vice President, NatWest Markets, Principal, Alex.
Brown & Sons Inc.
A graduate of the University of North Carolina at Chapel Hill, he earned his BA in Economics as well as his MBA in Finance (Beta Gamma Sigma national honor society in Business Administration).
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
FIRST BANCORP 0,05% | 09/03/2026 | 76 296 ( 0,05% ) | 2 M $ | 31/05/2026 |
Postes actifs de John Heffern
| Sociétés | Poste | Début |
|---|---|---|
| FIRST BANCORP. | Directeur/Membre du Conseil | 26/10/2017 |
FirstBank Puerto Rico (Santurce, San Juan)
 FirstBank Puerto Rico (Santurce, San Juan) Regional BanksFinance Operates as a state chartered commercial bank | Directeur/Membre du Conseil | 26/10/2017 |
KCA Equity Advisors LLC
 KCA Equity Advisors LLC Investment ManagersFinance Provides investment advice | Fondateur | 01/01/2017 |
Princeton Capital Management LLC
 Princeton Capital Management LLC Investment ManagersFinance PrinCap seeks to deliver performance returns for their clients while managing the risks associated with the process. The firm conducts in-depth research on capital markets and individual securities to build a portfolio that meets each client’s specific goals. | Membre du Comité d'Investissement | 01/01/2023 |
Anciens postes connus de John Heffern
| Sociétés | Poste | Fin |
|---|---|---|
Mendon Capital Advisors Corp.
 Mendon Capital Advisors Corp. Investment ManagersFinance Mendon Capital seeks to identify companies that meet either long bullish or short bearish criteria. Their primary investment focus has centered on the US Financial Services Sector. | Gestionnaire de Portefeuille-Actions | 01/01/2023 |
Princeton Junior School
 Princeton Junior School Other Consumer ServicesConsumer Services Princeton Junior School is a private elementary school serving children from age 2 through grade 6. The private company is based in Lawrence Township. The school offers a developmentally appropriate, inquiry-driven curriculum aligned with the International Baccalaureate Primary Years Program, emphasizing creativity, critical thinking, collaboration, and open-mindedness. Early childhood programs incorporate the Reggio Emilia approach, fostering curiosity, confidence, and social-emotional growth through mixed-age classrooms and hands-on learning. The school provides academic and enrichment opportunities including performing arts, music education, visual arts, Spanish language, physical education, and nature-based experiential learning. Enrichment programs are available beyond the regular school year, such as spring classes in building, gardening, dance, and music, as well as summer camps with thematic sessions in performing arts, STEM, nature exploration, and creative play. A junior counselor program engages older students in leadership roles. | Directeur/Membre du Conseil | 01/09/2018 |
Delaware Investment Advisers
 Delaware Investment Advisers Investment Trusts/Mutual FundsMiscellaneous Open-End Investment Fund/Unit Trust | Corporate Officer/Principal | 01/01/2005 |
Nomura Investment Management Business Trust
 Nomura Investment Management Business Trust Investment ManagersFinance MIMBT maintains a flexible strategy designed to conform with various clients’ individual investment objectives. The firm manages separate client-focused equity, debt, and balanced portfolios. They invest in the public equity and debt markets of the US, non-US, and other emerging economies. MIMBT seeks growth-oriented value stocks of small-cap, mid-cap and large-cap companies. The firm selects countries by utilizing a top-down approach and selects stocks using fundamental analysis with a bottom-up approach. | Analyst-Equity | 31/12/2004 |
NatWest Securities Ltd.
 NatWest Securities Ltd. Investment Banks/BrokersFinance Security Brokers Dealers | Corporate Officer/Principal | 01/01/1997 |
Formation de John Heffern
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
56
Relations au 1er degré
14
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 14 |
|---|---|
Nomura Investment Management Business Trust
Nomura Investment Management Business Trust Investment ManagersFinance MIMBT maintains a flexible strategy designed to conform with various clients’ individual investment objectives. The firm manages separate client-focused equity, debt, and balanced portfolios. They invest in the public equity and debt markets of the US, non-US, and other emerging economies. MIMBT seeks growth-oriented value stocks of small-cap, mid-cap and large-cap companies. The firm selects countries by utilizing a top-down approach and selects stocks using fundamental analysis with a bottom-up approach. | Finance |
Alex Brown Investment Management LLC
 Alex Brown Investment Management LLC Investment ManagersFinance ABIM follows an investment philosophy referred to as 'flexible value.' They look for attractive price-to-value relationships in undervalued stocks of strong companies with good management. The emphasis is on individual stock selection, fundamental research and valuation flexibility without rigid constraints. Factors they assess may include management team, market position, business strategy, catalysts for change, attractive valuation and attention to shareholder interests. ABIM concentrates investments in those stocks that they believe offer the best potential return relative to possible risks. The portfolio managers retain investment positions for as long as the business fundamentals remain favorable and the valuations do not become excessive. They will sell or reduce holdings if business fundamentals deteriorate or if the price-to-value relationship becomes unattractive. | Finance |
Chartwell Investment Partners LLC
 Chartwell Investment Partners LLC Investment ManagersFinance Chartwell takes a long-term perspective with their investments, maintains focused portfolios, and strives for an increased active share of their holdings to deliver attractive investment performance. Their Equity Investment teams and strategies focus on the inherent inefficiencies available to astute, fundamentally oriented investors in small, mid, and large-cap equities. Fixed Income strategies leverage strong fundamental research capabilities to capitalize on inefficiencies in the investment grade and high yield credit space. | Finance |
First BanCorp (Puerto Rico)
 First BanCorp (Puerto Rico) Regional BanksFinance Operates as a bank holding company whose subsidiary provides banking services | Finance |
Princeton Capital Management LLC
Princeton Capital Management LLC Investment ManagersFinance PrinCap seeks to deliver performance returns for their clients while managing the risks associated with the process. The firm conducts in-depth research on capital markets and individual securities to build a portfolio that meets each client’s specific goals. | Finance |
Delaware American Services Fund
 Delaware American Services Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Mendon Capital Advisors Corp.
Mendon Capital Advisors Corp. Investment ManagersFinance Mendon Capital seeks to identify companies that meet either long bullish or short bearish criteria. Their primary investment focus has centered on the US Financial Services Sector. | Finance |
NatWest Securities Ltd.
NatWest Securities Ltd. Investment Banks/BrokersFinance Security Brokers Dealers | Finance |
FirstBank Puerto Rico (Santurce, San Juan)
FirstBank Puerto Rico (Santurce, San Juan) Regional BanksFinance Operates as a state chartered commercial bank | Finance |
RBS Equity Corp.
 RBS Equity Corp. Financial ConglomeratesFinance Private equity firm | Finance |
Delaware Investment Advisers
Delaware Investment Advisers Investment Trusts/Mutual FundsMiscellaneous Open-End Investment Fund/Unit Trust | Miscellaneous |
KCA Equity Advisors LLC
KCA Equity Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
Princeton Junior School
Princeton Junior School Other Consumer ServicesConsumer Services Princeton Junior School is a private elementary school serving children from age 2 through grade 6. The private company is based in Lawrence Township. The school offers a developmentally appropriate, inquiry-driven curriculum aligned with the International Baccalaureate Primary Years Program, emphasizing creativity, critical thinking, collaboration, and open-mindedness. Early childhood programs incorporate the Reggio Emilia approach, fostering curiosity, confidence, and social-emotional growth through mixed-age classrooms and hands-on learning. The school provides academic and enrichment opportunities including performing arts, music education, visual arts, Spanish language, physical education, and nature-based experiential learning. Enrichment programs are available beyond the regular school year, such as spring classes in building, gardening, dance, and music, as well as summer camps with thematic sessions in performing arts, STEM, nature exploration, and creative play. A junior counselor program engages older students in leadership roles. | Consumer Services |
University of North Carolina at Chapel Hill
 University of North Carolina at Chapel Hill Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
