Bloomberg Anywhere Remote Login Bloomberg Terminal Demo Request

Bloomberg

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.

Company

Financial Products

Enterprise Products

Media

Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000

Communications

Industry Products

Media Services

Follow Us

Bloomberg Customers


February 12, 2016 4:47 AM ET

Capital Markets

Company Overview of Penn Mutual Asset Management, Inc.

Company Overview

Penn Mutual Asset Management, Inc. is an asset management arm of Penn Mutual Life Insurance Co. The firm primarily provides its services to investment companies. It manages mutual funds for its clients. The firm invests in the public equity and fixed income markets of the United States. It was formerly known as Independence Capital Management. Penn Mutual Asset Management, Inc. is based in Radnor, Pennsylvania with an additional office in Horsham, Pennsylvania.

600 Dresher Road

Suite C1L

Horsham, PA 19044

United States

Phone:

215-956-8549

Fax:

215-956-8173

Key Executives for Penn Mutual Asset Management, Inc.

Chairman and Chief Executive Officer
Age: 40
President, Chief Marketing Officer, and Portfolio Manager
Age: 44
Senior Vice President, Treasurer, Chief Compliance Officer, and Chief Financial Officer
Managing Director and Portfolio Manager
Managing Director and Portfolio Manager
Compensation as of Fiscal Year 2015.

Penn Mutual Asset Management, Inc. Key Developments

Penn Mutual Asset Management, Inc. Announces the Launch of Its First Private Investment Fund

Penn Mutual Asset Management, Inc. announced the launch of its first private investment fund. The fund’s launch represents an important milestone as the firm looks to expand its footprint by growing and strengthening relationships with institutional investors and charting a course for future growth. PMAM is the entrusted investment adviser of The Penn Mutual Life Insurance Company (Penn Mutual), the parent company of PMAM, and adviser for the Penn Series Funds, Inc., a proprietary mutual fund complex.

Penn Mutual Asset Management, Inc. Promotes Mark Heppenstall to Chief Investment Officer

Penn Mutual Asset Management, Inc. announced the promotion of Mark Heppenstall, CFA, former managing director and portfolio manager, to chief investment officer (CIO). Since joining PMAM in June 2014, Heppenstall has demonstrated a track record of excellence in leadership, and delivered above average risk adjusted returns for Penn Mutual’s policyholders. In his new role as CIO, Heppenstall will continue to lend his expertise in the management of investment grade rated corporate and structured fixed income investments, while taking on a larger role shaping the firm’s overall investment strategy. His investment team will be comprised of three managing directors and portfolio managers, including Zhiwei Ren, CFA, Trevor Williams, CFA, and Greg Zappin, CFA.

Similar Private Companies By Industry

Company Name Region
Superius Securities Group, Inc. United States
Allison-Williams Company United States
Behind the Numbers, LLC United States
Greenbelt Corp./NY United States
Verticlear Inc. United States

Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Bertelsmann AG Europe
Rush University United States
Citizens Budget Commission United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Penn Mutual Asset Management, Inc., please visit www.pennmutualam.com. Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.