Profil
Ms. Heather J.
Perlmutter is a Portfolio Manager at Tocqueville Asset Management LP.
She joined Tocqueville in 2008 and is a member of the Wealth Management Group.
Prior to joining Tocqueville, Ms. Perlmutter spent nearly sixteen years as a Portfolio Manager at Bear Stearns Asset Management Inc. As a member of the Specialized Investment Management Group at BSAM, she was responsible for the management of both taxable and tax-exempt fixed income portfolios.
Prior to her experience at BSAM, she spent three years at Bear, Stearns & Co. on the fixed income trading floor as a Sales Associate in the Corporate Coverage Group, before which she was on the fixed income trading floor at Morgan Stanley in the same capacity.
He earned a B.A. in Communication from Rutgers University in 1986.
Postes actifs de Heather Jacobs Perlmutter
| Sociétés | Poste | Début |
|---|---|---|
Tocqueville Asset Management LP
Tocqueville Asset Management LP Investment ManagersFinance Tocqueville pursues two primary objectives for their clients: to provide long-term returns without excessive risk, and to ensure capital preservation for succeeding generations. To achieve their mandate, the firm relies upon rigorous proprietary research employing a conservative-value approach to identify undervalued companies that possess long-term earnings potential. They do not follow fads; they invest in companies that deliver solid returns over the long run. | Gestionnaire de Portefeuille-Actions | 01/01/2008 |
Anciens postes connus de Heather Jacobs Perlmutter
| Sociétés | Poste | Fin |
|---|---|---|
Bear Stearns Asset Management, Inc.
Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management, Inc. is an asset management firm and broker/dealer located in New York City. The firm is a subsidiary of JPMorgan Asset Management, Inc. and their ultimate parent is JPMorgan Chase & Co., Inc. (NYSE: JPM). They manage equity and fixed-income separate accounts, mutual funds, hedge funds, private equity funds and venture capital funds. Their clients include corporations, municipal governments, multi-employer plans, endowments, foundations, family groups and high net-worth individuals | Portfolio Manager-Fixed Income | 31/12/2007 |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services | Corporate Officer/Principal | - |
Formation de Heather Jacobs Perlmutter
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services | Finance |
Bear Stearns Asset Management, Inc.
Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management, Inc. is an asset management firm and broker/dealer located in New York City. The firm is a subsidiary of JPMorgan Asset Management, Inc. and their ultimate parent is JPMorgan Chase & Co., Inc. (NYSE: JPM). They manage equity and fixed-income separate accounts, mutual funds, hedge funds, private equity funds and venture capital funds. Their clients include corporations, municipal governments, multi-employer plans, endowments, foundations, family groups and high net-worth individuals | Finance |
Tocqueville Asset Management LP
Tocqueville Asset Management LP Investment ManagersFinance Tocqueville pursues two primary objectives for their clients: to provide long-term returns without excessive risk, and to ensure capital preservation for succeeding generations. To achieve their mandate, the firm relies upon rigorous proprietary research employing a conservative-value approach to identify undervalued companies that possess long-term earnings potential. They do not follow fads; they invest in companies that deliver solid returns over the long run. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Rutgers State University of New Jersey
Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















