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Heather is focused on the strategy development and go-to-market planning for investment products within SEI’s Asset Management Unit. This includes the development of investment products for use inside and outside of investment models across all existing client segments and new markets. The investment product development and activation team leads the product development and activation strategy through collaboration with our investment, technology, marketing, and sales resources.

In her preceding role, Heather served as Managing Director of Client Service within SEI’s Institutional OCIO business. She has also held positions on the Institutional Solutions team where she was responsible for the development of new products, processes, and approaches to open architecture and alternative investment programs across a global client base. She additionally held roles on the Client Investment Strategy team within the Investment Management Unit and on the Advisory team supporting the needs of SEI’s global institutional clients and prospects.

Heather earned her bachelor’s degree from Lehigh University. She is a CFA Charterholder and a member of the Financial Analysts of Philadelphia. She also holds various FINRA series licenses.

 

Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.