Heather joined Bel Air in 2011. She provides investment advice to high-net-worth individuals, families, foundations and endowments. She has in-depth experience in asset allocation implementation, modeling, manager selection and next-generation wealth planning. Heather is a member of the firm’s Investment Committee and Fixed Income Committee. Her previous experience includes investment advisory work at J.P. Morgan’s Private Bank.
After attending Hopkins School in New Haven, Connecticut, Heather graduated magna cum laude from Pomona College in Claremont, California, where she double majored in political science and French. She also spent a summer working at the United Nations in New York. Heather received her MBA from Columbia Business School with concentrations in finance, economics and social enterprise.