![Heidi H. Vanni](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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 responsible 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 and its parent company share methods of analysis, investment research, strategies, Committee framework, and investment controls in formulating investment strategies. Across all strategies, the firm seeks to invest in a well-diversified set of companies meeting three standards: higher than average financial quality, sustainable business models, and reasonable valuation. Investment Committees determine asset allocation policy, sector allocation policy, and fixed income policy which reflects judgments balancing macroeconomic inputs and valuation. | 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 MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis. | Analyst-Equity | 31/12/2000 |
Formation de Heidi H. Vanni
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
78
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis. | Finance |
Boston Trust Walden, Inc.
Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden and its parent company share methods of analysis, investment research, strategies, Committee framework, and investment controls in formulating investment strategies. Across all strategies, the firm seeks to invest in a well-diversified set of companies meeting three standards: higher than average financial quality, sustainable business models, and reasonable valuation. Investment Committees determine asset allocation policy, sector allocation policy, and fixed income policy which reflects judgments balancing macroeconomic inputs and valuation. | Finance |
Boston University
 Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
