As a Managing Director in the Private Client Group, Heather works closely with families to develop customized investment strategies that meet their needs and integrate with their broader wealth management plans. She also is an Advisor on our Investment Committee.
“I enjoy working closely with families to achieve their goals.”
Experience
30+ years of experience in the financial services industry
Prior to SCS, Heather founded and led Matheys Lane Capital Management (MLCM) for over a decade
Before MLCM, she was a Partner at Rex Capital Advisors and a Vice President at J.P. Morgan
Began her career at Goldman, Sachs & Co. in investment banking, and then worked in the capital markets and risk arbitrage groups
Education & Credentials
A.B. Dartmouth College
M.B.A. Harvard Business School
Beyond SCS
Heather currently serves on Dartmouth College’s Hopkins Center Board of Advisors.
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