Heather Meehan
Corporate Trader at Longfellow Investment Management Co. LLC
About
Heather Meehan is a Corporate Trader at Longfellow Investment Management Co., LLC, where she specializes in trading and managing corporate fixed income securities. At Longfellow, she contributes her expertise to the execution of investment strategies for institutional clients, focusing on the U.S. corporate bond market and related asset classes.
Prior to joining Longfellow in 2017, Heather held senior trading assistant and managerial roles at Fidelity Investments, where she gained extensive experience in financial operations, complex accounting, and trading support within large-scale asset management operations. Her background includes management of operational processes and direct support to trading desks, strengthening her skills in trade execution and operational efficiency.
Heather holds a Master of Business Administration (MBA) from the University of New Hampshire and a Bachelor of Science in Finance from Penn State University. Her expertise spans fixed income securities, operational accounting, and corporate trading, establishing her as a respected professional in the investment industry with a proven track record across both buy-side and asset management sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Longfellow Investment Management Co., LLC | Corporate Trader | Aug 2017 to Present | • Execute investment and HY corporate trades • Continuously monitor portfolio positions and generate trade ideas to create optimal security/curve positioning to maximize return based on portfolio ob... |
| Fidelity Investments | Senior Trading Assistant | Jun 2010 to Aug 2017 | • Assist high yield desk and portfolio managers with trading in middle office capacity (AUM $122B) • Assist Ballyrock CLO PM with portfolio analytics • Calculate portfolio impact of hypothetical t... |
| Fidelity Investments | Manager Complex Operations Accounting Group | Jan 2006 to Jun 2010 | • Managed term loan and CLO accounting process in a multi-site and multi-team setting. |
| J.P. Morgan | Internal Trader | Aug 2005 to Jan 2006 | • Provided market data and executed internal trades for high net worth retail clients with Series 7 and 63 |
| IBM | Intercompany Services Accountant | Aug 2004 to Aug 2005 | • Performed internal accounting for Europe region; performed high visibility audits; presented to upper management. |
Education
University of New Hamp
Master of Business Administration - MBA
2008 — 2010
Penn State Univers
Bachelor of Science - BS, Finance
2000 — 2004
Penn State University
Bachelor's degree, Finance
Penn State University
Bachelors, Finance
Others at Longfellow Investment Management Co. LLC (15)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Boston, MA , United States | |
B Barbara McKenna | Managing Principal and Portfolio Manager | Boston, MA , United States |
| ESG Strategist | Boston, MA , United States | |
D David Stuehr | Principal, Portfolio Manager | Westwood, MA , United States |
M Marcos Duque | Analyst and Trader | Boston, MA , United States |
R Ryan Nelson | Principal, Portfolio Manager | Boston, MA , United States |
| Portfolio Manager and Trader | Whitman, MA , United States | |
| Securitized Trader | Philadelphia, PA , United States | |
| Portfolio Manager | East Greenwich, RI , United States | |
D Deena R. | Client Portfolio Manager | Nashville, TN , United States |