Heidi Vanni
Managing Director @Boston Trust Walden
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WORK HISTORY
Managing Director @Boston Trust Walden
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
Boston University
Bachelor of Science (B.S.), Biology, General
SKILLS
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.
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