Heather Lewis currently serves as Chief Compliance Officer at Sunstone Management since January 2024. Previously, Heather held the same title at Kairos Investment Management Company from March 2022 to January 2024 and served as SEC Compliance Manager at Avanath Capital Management, LLC between December 2019 and February 2022. Heather's earlier experience includes roles as Compliance Supervisor at Altegris, Investment Banking Analyst at Meketa Investment Group, and Compliance Analyst at PIMCO. Beginning their career at Northern Trust Corporation, Heather worked as an Investment Compliance Consultant, Investment Performance Analyst-Officer, and Derivatives Analyst. With a Bachelor’s degree in Finance from DePaul University, Heather specializes in compliance management, investment guidelines, and regulatory practices, leveraging advanced skills in compliance systems, analytics, and effective communication.
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