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Heather Delgado


Managing Director - Investment Operations

Heather Delgado serves as Managing Director - Investment Operations. Her responsibilities include evaluating, streamlining and maintaining efficient, regulatory compliant operations and overseeing the day-to-day technological operations within the firm. She also serves on the firm's Executive Committee.

Through her previous roles at Merrill Lynch and Pierce, Fenner & Smith, Heather brings over 15 years of experience in investment company compliance and regulatory oversight with her to the firm.

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