Firm Denied Summary Judgment On Terminated Female Employee's Title VII Claims

In this case, the United States District Court held that an investment management firm was not entitled to summary judgment on discrimination and retaliation claims under Title VII. The claims were brought by a terminated female senior portfolio manager. The district court found that fact issues existed as to whether the firm's proffered legitimate, nondiscriminatory reasons for termination, her rate of client cancellations, failure to develop new business, and poor attitude, were pretextual.  With regard to her retaliation claim, the plaintiff presented evidence that after she complained about what she perceived to be discriminatory treatment on account of her sex, her performance reviews became more negative, and she was terminated about two months after she filed an EEOC complaint.

Heinemann v. Howe & Rusling

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