John H
Co-President, Institutional Client Strategy and Portfolio Manager at Princeton Capital Management LLC
About
John A. Heffern is Co-President, Institutional Platforms & Client Services at Princeton Capital Management LLC, a boutique investment firm headquartered in New Jersey. In this role, he leads institutional client relationships and platform development, focusing on innovative equity strategies for both high net worth and institutional investors, and guides the firm's direction in partnership with its senior leadership team.
Heffern’s investment expertise spans the entire spectrum of US equities, from micro-cap to large-cap stocks, across both growth and value styles. He is particularly known for his focus on the banking and financial services sectors, having founded two funds in this space—a highly regarded long-only mutual fund and a long-short alternative investment fund. His current mandate includes developing and managing strategies that target dynamic growth companies and manage risk through careful diversification.
Before joining Princeton Capital Management, John was a founder/principal at KCA/Princeton Advisors, Managing Partner at Chartwell Investment Partners, and held senior portfolio manager roles at Delaware Investments, NatWest Markets, and Alex. Brown & Sons Inc. He holds a BA in Economics and an MBA in Finance from the University of North Carolina at Chapel Hill, where he was recognized by the Beta Gamma Sigma national honor society for business achievement. Heffern’s track record in leading multi-billion-dollar mandates and chairing key committees at NYSE-listed firms highlights his broad influence in the investment management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Princeton Capital Management | Co-President, Institutional Client Strategy and Portfolio Manager | Jan 2023 to Present | — |
| KCA/Princeton Advisors, LLC | Principal and Founder | Jan 2017 to Present | Strategic investor relations/client services/capital markets advisory for select clients and important engagements. We work with senior public company and wealth management executives to refresh and o... |
| FirstBank | Member Board Of Directors | Nov 2017 to Present | Audit, ALCO, Credit, Risk Committees |
| Mendon Capital Advisors Corp. | Portfolio Manager | Oct 2021 to Jan 2023 | — |
| MidSouth Bank | Board of Directors Consultant | Oct 2018 to Mar 2019 | — |
| Chartwell Investment Partners | Managing Partner and Sr. Portfolio Manager | Feb 2005 to Dec 2016 | — |
| Delaware Investments | Senior Vice President | Mar 1997 to Feb 2005 | — |
| NatWest Markets | Senior Vice President | Sep 1994 to Mar 1997 | — |
| Alex. Brown & Sons, Inc. | Principal | Jun 1988 to Sep 1994 | — |
Education
University of North Carolina at Chapel Hill
Master of Business Administration (M.B.A.)
1986 — 1988
University of North Carolina at Chapel Hill
Bachelor’s Degree
1981 — 1983
Tulane University
1979 — 1981
Others at Princeton Capital Management LLC (1)
| Name | Role | Location |
|---|---|---|
| President | Princeton, NJ , United States |
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