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Heidi Soumerai, CFA

Managing Director

Heidi is a Senior Environmental, Social, and Governance (ESG) Advisor. With over three decades of experience managing the firm’s ESG initiatives, Heidi advises the in-house ESG team on ESG research and active ownership efforts. She is a member of the Boston Trust Walden Board of Directors, Chair of the Active Ownership Committee, and a member of the ESG Research & Engagement Committee.

Heidi began her career in 1983 and joined the firm in 1985. She earned a BS in Public Health from the University of Massachusetts and an MBA from Boston University. She holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston and the CFA Institute. She currently serves on the Sustainability Accounting Standards Board (SASB) Investor Advisory Group.