Heidi Vanni

Heidi Vanni has extensive work experience in the investment management industry. Heidi started their career at MFS Investment Management as a Broker Services Associate in 2000. In 2001, they joined Boston Trust Walden Company and worked as a Portfolio Administrator until 2005. Heidi then transitioned to the role of Securities Analyst until 2008, and eventually became a Portfolio Manager. In 2018, Heidi was promoted to Managing Director, where they continue to work with institutional clients and high net worth families, tailoring portfolios to align with their mission or values.

Heidi Vanni holds a Master of Business Administration (M.B.A.) degree in Finance, General from Boston College Carroll School of Management. Heidi pursued this degree from 2004 to 2006. Prior to that, Heidi Vanni completed their Bachelor of Science (B.S.) in Biology, General from Boston University, which they obtained between 1996 and 2000. Furthermore, they have an additional certification in the CFA (Chartered Financial Analyst) qualification. However, no information is available regarding the institution, month, or year in which they obtained this certification.