Heidi H. Vanni
Directeur/Membre du Conseil chez Boston Trust Walden, Inc.
Profil
Ms. Heidi H.
Vanni, CFA MBA, is a Managing Director & Director of Institutional Strategies at Boston Trust Walden, Inc. She is on the Board of Directors at Boston Trust Walden, Inc. She is the firm’s Chief Client Officer, with overall responsibility for client relationship management, business development, marketing, and communications.
She is also a portfolio manager for select institutional and private wealth clients.
She is a member of the Boston Trust Walden Board of Directors and serves on the Investment, Audit & Risk, and ESG Research & Engagement Committees.She began her career in 2000 while working for MFS Investment Management Company.
She joined the firm in 2001.
She previously served as a Portfolio Manager on the firm’s Small and SMID Cap strategies.
She earned a BS, cum laude, from Boston University and an MBA with honors from Boston College.
She holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and the CFA Institute.
Postes actifs de Heidi H. Vanni
| Sociétés | Poste | Début |
|---|---|---|
Boston Trust Walden, Inc.
 Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds. | Directeur/Membre du Conseil | 01/10/2001 |
Anciens postes connus de Heidi H. Vanni
| Sociétés | Poste | Fin |
|---|---|---|
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Analyst-Equity | 31/12/2000 |
Formation de Heidi H. Vanni
| Boston University | Undergraduate Degree |
| Boston College | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Boston Trust Walden, Inc.
Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds. | Finance |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
