Heidi is a Managing Director and a member of the Boston Trust Board of Directors. She also serves as a Portfolio Manager and the Director of Business Development for Walden Asset Management. She holds overall responsibility for growth of Walden assets under management, as well as for Walden client and consultant relationships. She is a member of the Securities Research Committee, manages portfolios for Walden institutional and individual clients, and contributes to primary research and analysis in the healthcare sector. She is also a member of the ESG Research & Engagement Committee and Audit & Risk Committee. Prior to assuming her current role, Heidi served as a Portfolio Manager on the Small and SMID Cap strategy team.
Prior to joining the firm in 2001, Heidi worked at MFS Investment Management Company. She earned a BS, cum laude, from Boston University and an MBA with honors from Boston College. She holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute.