Heidi H. Vanni, CFA
Managing Director and Director of Institutional Strategies
Heidi is responsible for client relationship management, business development, marketing, and communications. She is also a portfolio manager for institutional and private wealth clients and serves as Director of Institutional Strategies.
Heidi is a member of the Boston Trust Walden Board of Directors and serves on the Investment, Audit & Risk Management, ESG Research & Engagement, and ESG Integration Committees. She previously was a portfolio manager on the Small Cap and SMID Cap equity strategies.
Heidi began her career in 2000 while working for MFS Investment Management Company. She joined Boston Trust Walden in 2001. She earned an MBA with honors from Boston College and a BS cum laude from Boston University. She holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston and the CFA Institute. She serves on the Board of Trustees at Dana Hall.