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Shelly Heier Cfa Caia

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Shelly Heier Cfa Caia

Managing Director | Global Head of Institutional Client Service | Russell Investments

Seattle, Washington, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Shelly Heier Cfa Caia

Work Experience

💼

Managing Director | Global Head of Institutional Client Service at

Russell Investments

October 2024 - Present

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President, Senior Consultant at

Verus

July 2000 - September 2024

💼

Financial Analyst at

J Duncan And Associates

June 1998 - July 2000

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Shelly Heier Cfa Caia

Education

University of Puget Sound, Ba

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

mail

******@verusinvestments.com

Colleagues

Samantha Foster

Managing Director

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Scott Bowen

Chief Financial Officer

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Patricia Montague

Chair, TRM Limited

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Paul Eitelman

Senior Director, Chief Investment Strategist -- North America

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Paul Wharton

Head of EMEA Clients

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Pete Gunning

Vice Chairman

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Peter Mortensen Cfa Frm Caia Cipm

Chief Risk Officer (CRO)

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Andrew Pease

Chief Investment Strategist, Managing Director

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Arthur Lev

Independent Board Member

Barry Mcinerney

Managing Director

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