Heather serves as the lead consultant for a wide range of clients, providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and performance monitoring. In addition to her consulting duties, Heather is a member of the PEI investment team, and is responsible for the analysis of mutual funds and the evaluation of international and emerging market managers.
Heather brings her experience as an investment analyst to each client relationship to provide in-depth analysis and advice on investment decisions and implementations. She is a member of the PEI Outsourced Chief Investment Officer (OCIO) evaluation and oversight team, assisting clients with the selection of a provider as well as the continuing evaluation and oversight of the investment manager. She also serves as the research specialist for OCIO related due diligence and client specific search mandates. Heather works closely with plan sponsors and fiduciaries to properly identify, develop and implement an action plan to meet client needs.
Prior to joining PEI, Heather was a highly regarded Equity Research Analyst at AIG Sun America Asset Management. She also started and operated a successful small business.
Heather received a Bachelor of Arts from Providence College and has completed various graduate courses in Finance at Farleigh Dickinson University.