Heather Minuk is the Client Contracts Associate at Aperio Group. Heather previously worked as a legal consultant at WHV Investments, Inc. from November 2013 to December 2014. Heather has experience conducting internal audits of client accounts, collaborating with various departments to devise new onboarding processes, and assisting the Chief Legal Officer with drafting standard operation agreements and filings. Heather also assisted the CCO in periodic review of marketing materials and revising employee policy and code of ethics manual and policies & procedures documents. Heather has researched investment advisor regulatory requirements, drafted filings, and established proper registration/withdrawal for the company in various international and domestic jurisdictions.
Heather Minuk has a Juris Doctor from Boston University School of Law and a Bachelors in Political Science from the University of Michigan. Heather also has certification from University of California, Berkeley, Haas School of Business in Social Sector Leadership, as well as certification from Coursera in Programming for Everybody (Python) [with Distinction], Developing Innovative Ideas for New Companies [with Distinction], Gamification, and Computer Science 101.
They work with Michael Lee - Client Relationship Manager, Janette Leyden-Hunt - Client Operations Associate, and James Patterson - Client Operations Associate. Heather Minuk reports to Jack Lindstrom, Head of Client Operations.
Current role