Heidi Vanni
Managing Director at Boston Trust Walden Company
- Role
- Managing Director at Boston Trust Walden
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Heidi Vanni
Experienced Portfolio Manager with a history of managing public equities across market caps. Skilled in Portfolio Management, Fundamental Analysis, and Valuation. Expertise in implementing mission-aligned investment portfolios. Long track record of forging deep relationships with clients and consultants. Demonstrated ability to raise and retain assets.
Experience
Managing Director
Jan 2018 — Present · Boston, MA, US
Boston Trust Walden Company is an independent, employee-owned firm providing investment management services to institutional investors and private wealth clients. Our team of professionals is committed to our distinctive investment philosophy, disciplined approach, and impact investing leadership.Note: On September 4, 2019 the company merged its two former brands (\"Boston Trust & Investment Management Company\" and \"Walden Asset Management\") into one unified brand.
Education
Boston College Carroll School of Management
Master of Business Administration (M.B.A.), Finance, General
2004 — 2006
Boston University
Bachelor of Science (B.S.), Biology, General
1996 — 2000
Skills
- Equities
- Portfolio Management
- Financial Modeling
- Investments
- Financial Analysis
- Valuation
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.