Directory
>
Shelly Heier Cfa Caia
Shelly Heier Cfa Caia
Managing Director | Global Head of Institutional Client Service | Russell Investments
Seattle, Washington, United States
Shelly Heier Cfa Caia
Summary
Shelly Heier is a seasoned investment strategist with over two decades of experience in alternative investments and asset management. Currently serving as President and Senior Consultant at Verus Investments, she excels in guiding institutional investors through complex financial landscapes. With a background in finance and economics from the University of Puget Sound, Shelly has a strong foundation in strategic financial planning and portfolio management. Her leadership extends beyond her company as she chairs the Alternatives Investment Committee, influencing investment processes and research priorities. Recognized as a 'Forty Under Forty' awardee, she is known for her ability to build relationships and foster trust with clients, ensuring that their investment strategies align with their risk tolerance. Shelly's passion for problem-solving and mentorship drives her commitment to delivering tailored investment advice to endowments and foundations.
Shelly Heier Cfa Caia
Work Experience
Managing Director | Global Head of Institutional Client Service at
Russell Investments
October 2024 - Present
President, Senior Consultant at
Verus
July 2000 - September 2024
Financial Analyst at
J Duncan And Associates
June 1998 - July 2000
Shelly Heier Cfa Caia
Education
January 1994 - January 1998
Frequently Asked Questions about Shelly Heier Cfa Caia
What is Shelly Heier Cfa Caia email address?
Shelly Heier Cfa Caia's primary email address is ******@verusinvestments.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Shelly Heier Cfa Caia work for?
Shelly Heier Cfa Caia is a Managing Director | Global Head of Institutional Client Service at Russell Investments, a company specializing in Monetary Authorities-Central Bank.
Where Shelly Heier Cfa Caia graduated from?
Shelly Heier Cfa Caia holds a degree in Finance & Economics from University of Puget Sound.
How can I directly contact Shelly Heier Cfa Caia?
To contact Shelly Heier Cfa Caia directly, you can use the email address ******@verusinvestments.com. Complete contact information is available upon registration with Muraena.
Who is Shelly Heier Cfa Caia?
Shelly Heier is a seasoned investment strategist with over two decades of experience in alternative investments and asset management. Currently serving as President and Senior Consultant at Verus Investments, she excels in guiding institutional investors through complex financial landscapes. With a background in finance and economics from the University of Puget Sound, Shelly has a strong foundation in strategic financial planning and portfolio management. Her leadership extends beyond her company as she chairs the Alternatives Investment Committee, influencing investment processes and research priorities. Recognized as a 'Forty Under Forty' awardee, she is known for her ability to build relationships and foster trust with clients, ensuring that their investment strategies align with their risk tolerance. Shelly's passion for problem-solving and mentorship drives her commitment to delivering tailored investment advice to endowments and foundations.
Shelly`s contact details
******@verusinvestments.com
Colleagues
Managing Director
Chief Financial Officer
Chair, TRM Limited
Senior Director, Chief Investment Strategist -- North America
Head of EMEA Clients
Vice Chairman
Chief Risk Officer (CRO)
Chief Investment Strategist, Managing Director
Independent Board Member
Managing Director