Heidi Vanni

Managing Director @Boston Trust Walden

Boston, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2018 — Present

Managing Director @Boston Trust Walden

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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

2004 — 2006

Boston College Carroll School of Management

Master of Business Administration (M.B.A.), Finance, General

1996 — 2000

Boston University

Bachelor of Science (B.S.), Biology, General

SKILLS

EquitiesPortfolio ManagementFinancial ModelingInvestmentsFinancial AnalysisValuation

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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