Sandy Lowengart

Sandy Lowengart is a Vice President, Portfolio Manager at Heffernan Investment Advisors. He serves as a member of the Firm's Investment Policy Committee.

Mr. Lowengart is responsible for comprehensive investment planning and portfolio management for Heffernan clients. Mr. Lowengart has over 18 years of experience in the Investment Management industry including equity and fixed income portfolio management, manager search and selection and financial planning for high net worth individuals and institutions. Prior to Heffernan, he was Founder and Chief Investment Officer of an SEC registered investment advisor which was merged into Heffernan. Mr. Lowengart was a Senior Portfolio Manager at SDR Capital Management in San Francisco where he maintained research coverage of the industrials, conglomerates and energy/services sectors for the firm and was responsible for new idea generation and ongoing fundamental research of the approved buy list. Before joining SDR, Sandy was a Managing Director and Portfolio Manager with Optimum Investment Advisors, a Chicago based money management firm with $2 billion in assets. He covered technology, energy/services, materials and other growth sectors for firm’s Investment Policy Committee and was responsible for analysis of the firm’s multi factor screening model and technical analysis.

Mr. Lowengart received his B.A in Political Science from the University of California at Berkeley and lives with his wife and two children in Marin County.