Heather Oleary
Sr. Manager - Equity Research and Strategy
- Role
- Sr Manager - Equity Research and Strategy at Charles Schwab
- Location
- Bedford, NH, US
- LinkedIn followers
- 500 followers
About Heather Oleary
Experienced Investment Management professional with a sharp eye for detail offering a wealth of expertise in financial advisory and macroeconomic research analysis. Proficient in data analysis and highly skilled in collecting information from a variety of sources to execute complex research projects. Adept at developing actionable insights and leveraging them through various communication channels for delivery to clients and business partners.
Experience
Sr Manager - Equity Research and Strategy
Oct 2025 — Present
Collaboratively developed analysis and written insights focusing on U.S. and international equities at the country, sector and industry levels • Co-created a chart database covering macro, equity fundamentals, valuations and business cycles of over 300 charts and graphics for use with internal and external business partners• Managed the Portfolio Strategy Working Group tasked with overseeing, reviewing and approving client materials supporting a consistent portfolio strategy perspective across all asset class• Oversaw onboarding new-to-firm and new-to-role management, including access to research tools and advising on the creation of business plans, reports and policies
Education
Boston University - School of Management
M.S.
2010 — 2012
Massachusetts Institute of Technology
B.S.
1995 — 2001
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