Heidi leads business development for Walden Asset Management and is responsible for growth of institutional assets under management as well as client and consultant relationships. She also manages portfolios for institutional and private wealth clients. Heidi is a member of the Boston Trust Board of Directors and serves on the Investment, Audit & Risk, and ESG Research & Engagement Committees. She previously served as a Portfolio Manager on the Small and SMID Cap strategies.
Heidi began her career in 2000 while working for MFS Investment Management Company. She joined the firm in 2001. 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.