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Heidi H. Vanni, CFA

Managing Director

Heidi leads business development for institutional strategies and manages client and consultant relationships. She is also a portfolio manager for institutional and private wealth clients. Heidi is a member of the Boston Trust Walden 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.