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Heidi H. Vanni, CFA

Managing Director

Heidi is the firm’s Chief Client Officer, with overall responsibility for client relationship management, business development, marketing, and communications. She is also a portfolio manager for select 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 firm’s 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.