Managing Director - Investment Operations
As a member of our team at Fund Services Group, Heather serves as Managing Director – Investment Operations. Her responsibilities include maintaining efficient, regulatorily compliant investment operations, evaluating and streamlining processes and systems, and she is also responsible for overseeing the day-to-day technological operations within the firm. Heather also serves on the firm's Executive Committee.
Heather joined us from Merrill Lynch, Pierce, Fenner & Smith and brings over 20 years of investment company operational experience, compliance expertise and regulatory oversight to the firm.
Heather and her husband, Ray, are supporters of several local and national charitable organizations. She spends most of her free time with her family and friends, volunteering at the local animal shelter, or relaxing at home on the coast of Galveston Bay with her family. Heather and Ray have one daughter, Jacqueline.