Heather is Head of the Americas Private Client Practice and a Managing Director at Cambridge Associates.
Heather has more than 15 years of industry experience and has been with Cambridge Associates since 2005. Based out of the Boston office, she oversees the firm’s work with nearly 200 US-, Canada- and Latin America-based family offices and private clients.
Previously, Heather served as the Chief Operating Officer for the Private Client Practice. Since joining the firm, Heather has also worked directly with private clients and institutions on investment program construction, strategic and tactical asset allocation, and governance.
Prior to joining Cambridge Associates, Heather was a senior consultant with Ernst & Young, LLP’s corporate tax practice and a summer associate at Lehman Brothers. Heather received an MBA from Duke University and a BS from Georgetown University, and is a Certified Public Accountant.
Recently authored insights by Heather: