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Name | Title | Since | Until |
---|---|---|---|
Scott Ellis | - | 2025 | Now |
Biography | Scott Ellis, Portfolio Manager. Mr. Ellis joined the Penn Mutual Asset Management, LLC in September 2016 and co-leads the management of balanced income fund strategies. In addition, Mr. Ellis is responsible for research and analysis, trading and portfolio management of investment-grade and high yield corporate credit securities. Prior to joining the Penn Mutual Asset Management, LLC, Mr. Ellis was an investment manager and credit analyst for Aberdeen Asset Management. Mr. Ellis graduated with distinction from the University of Michigan with a Bachelor of Arts degree with concentrations in Business and Sociology. | ||
Greg Zappin | Managing Director | 2014 | Now |
Biography | Mr. Greg Zappin serves as Managing Director & Portfolio Manager at Penn Mutual Asset Management. He is responsible for the management of corporate fixed income investing. Prior to joining Penn Mutual, He was a senior credit research analyst at Logan Circle Partners where he covered investment-grade and high yield credits in the energy, healthcare, transportation, and industrial sectors. Prior to Logan Circle Partners, he worked in a similar capacity for Delaware Investments. He graduated with a Bachelor of Science degree in Business Administration from the University of Massachusetts. He also earned a Master of Business Administration degree from Columbia Business School. | ||
Mark Heppenstall | CIO (Chief Investment Officer) | 2014 | Now |
Biography | Mr. Heppenstall joined Penn Mutual Asset Management, LLC in January 2015 and is responsible for all investment management functions. Prior to joining the firm, Mr. Heppenstall served as Managing Director and Portfolio Manager of Penn Mutual from June 2014 to December 2014. Prior to that, he worked for 16 years as Managing Director of Fixed-income at Pennsylvania Public School Employees’ Retirement System. Mr. Heppenstall graduated in 1984 from Vanderbilt University with a Bachelor of Arts degree in U.S. History. He also earned a Master of Science degree in Industrial Administration from the Tepper School of Business at Carnegie Mellon University in 1987. | ||
Zhiwei Ren | Managing Director | 2014 | 2025 |
Biography | Mr. Zhiwei Ren serves as Managing Director and Portfolio Manager at Penn Mutual Asset Management. Prior to joining Penn Mutual, where his previous experience includes quantitative research and derivative hedging, he worked in various investment roles at Genworth Financial, including the director of quantitative research. He also held the position of investment managing consultant at Aflac. He graduated from Wuhan University with a Bachelor of Science degree in Computational Mathematics. He also earned a Master of Science degree in Applied Mathematics from Florida State University and a Master of Science degree in Financial Mathematics from Worcester Polytechnic Institute. He has been a Chartered Financial Analyst (CFA) Charterholder since 2009. | ||
Peter M. Sherman | President, Portfolio Manager | 1988 | 2014 |
Biography | Sherman is president and portfolio manager of Independence Capital Management, Inc. He has served as portfolio manager of the Money Market and Quality Bond Funds since November 1992. Sherman is executive vice president and chief investment officer of Penn Mutual. Prior to May 1996, he was vice president, Fixed Income Portfolio Management of Penn Mutual. Sherman is a member of the Financial Analysts Federation. Sherman holds the Chartered Financial Analyst designation. | ||
Jennifer S. Ripper | Portfolio Manager | 2007 | 2010 |
Biography | Ripper oversees the day-to-day management of the Asset Backed, commercial Mortgage Backed and Residential Mortgage Backed holdings. She serves as portfolio manager of the Penn Mutual Life Insurance Company. Ripper has ten years of investment experience. Prior to joining Penn Mutual in 2005, she worked at Radian Group as a portfolio manager. | ||
Christopher M. Beaulieu | Assistant Portfolio Manager | 2007 | 2010 |
Biography | Beaulieu oversees the day-to-day management of the Money Market Fund as well as the corporate bond holdings. He also serves as Assistant Portfolio Manager of The Penn Mutual Life Insurance Company, which he joined in March 2006. Prior to joining Penn Mutual, Beaulieu was a trader at Citadel Investments on their Convertible Bond Arbitrage Team. Additionally, he spent time with both UBS and JP Morgan in Fixed Income Sales. | ||
Joshua J. Myers | Assistant Vice President | 2000 | 2010 |
Biography | Myers serves as assistant vice president of the Penn Mutual Life Insurance Company. He has ten years of investment experience. Myers joined Penn Mutual in 2000. He has been responsible for managing the structured products portfolio for the last six years. Before joining Penn Mutual, Myers worked for Market Street Securities & Susquehanna Investment Group specializing in trading and analyzing equity derivatives. | ||
John H. Donaldson | Principal | 2007 | 2008 |
Biography | John H. Donaldson, Vice President, Director of Fixed Income and Member of the Investment Selection Committee, joined Haverford in 2008 and has over 37 years of investment experience. Mr. Donaldson holds a Chartered Financial Analyst designation and received a B.A. from the University of Pennsylvania. | ||
Julian Roberts | - | 1992 | 1994 |
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