Senior Associate - Investment Strategies
Heather serves as a Senior Associate within our Investment Strategies Group. Her primary role is to facilitate the ability of outside investors to co-invest with the firm and our principals & shareholders.
Heather brings 13 years of experience in the wealth management industry. In her most recent role within J.P. Morgan’s Private Bank, she developed and maintained meaningful relationships with ultra-high net worth individuals and various family offices with J.P. Morgan’s top tier clients. Heather also brings over six years of unique experience in wargaming strategies as an economics analyst with the United States Joint Forces Command in Norfolk, VA.
In her free time, she enjoys fitness-related activities and spending time with her 9-year-old son, Evan, and they both share a love for basketball.