Heather is a Director, Reporting at Cresset and focuses on ensuring that the client reporting platform reflects accurate and timely asset allocation and performance data, customized to a client’s specific needs. Her efforts are primarily in the alternative investments space, where she manages the workflow and reconciliation of investment manager data.
Previously, Heather worked as an Investment Analyst for several organizations, including Teachers Retirement System of Georgia, the Emory University endowment, and Invesco. In these roles, she was primarily responsible for investment manager research, due diligence, and performance reporting. Earlier in her career she worked for Merrill Lynch in both client service and operations roles.
Heather is a Chartered Financial Analyst, a member of the CFA® Institute and the CFA® Society of Atlanta. She graduated from Georgia Institute of Technology with a Bachelor of Science in Management with concentrations in Accounting and Finance. Heather lives in Roswell, a suburb of Atlanta, with her husband Jeff, and their two sons.