Heather brings nearly 40 years of experience to her role as Senior Investment Analyst at Pointe Capital Management. Her background includes research and portfolio management serving clients and philanthropic organizations. Here at Pointe Capital, Heather helps clients understand the relationship between their goals and their investments. She also ensures that we always deliver thoughtful, meticulously researched security selection and portfolio management services.
A Chartered Financial Analyst (CFA), Heather’s earlier career experience included TMW Enterprises Inc. where she provided portfolio management, investment research, estate planning and wealth transfer strategies. Other engagements included Munder Capital Management and Loomis Sayles, where Heather provided quantitative equity analysis and research. Throughout her career, investment managers have relied on Heather’s ability to identify potential investment opportunities.
An accomplished sailor, skier and casual photographer, Heather also makes time for long walks in interesting places with family and friends.
Heather received her B.S. in Mathematics from the University of Michigan and is a CFA charter holder.