Heidi is the Director of Institutional Strategies and serves on the boards of Boston Trust Walden N.A., Boston Trust Walden Inc., and Boston Trust Walden Corporation. She oversees institutional client relationship management, business development, marketing, and communications. She is a member of the Senior Management Committee, Investment Committee, and ESG Research & Engagement Committee.
During her tenure, Heidi has led several organizational initiatives that support the organization’s strategic objectives. She has also served as a Portfolio Manager on the Small and SMID Cap strategy team.
Heidi began her career in 2000 and joined Boston Trust Walden in 2001. She previously worked at MFS Investment Management Company. 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.