Heather is a Managing Director, Wealth Advisor in Cresset’s San Francisco office. She partners with clients to help develop comprehensive investment and financial strategies, with particular focus in investment strategy, global markets and advising ultra-high-net-worth women. She brings more than 25 years of experience advising wealthy investors and families.
Prior to joining Cresset, Heather was a member of the Management Committee at Baker Street Advisors, where she worked closely with clients on their investment and financial strategies. Earlier in her career, she served as BlackRock’s Head of Direct and Personal Investing. Her industry experience also includes roles at Morgan Stanley and BlackRock in San Francisco, Toronto and Hong Kong.
Heather earned an MBA from the Kellogg School of Management, an MA in Asian studies from the University of Hawaii and a BA in Asian studies from the University of Victoria, Canada. She is a member of the International Women’s Forum and immediate past president of the Northern California Forum. Heather speaks Japanese and is passionate about philanthropy, community engagement and mentoring women leaders.