Managing Director – Private Client Group
Heather joined SCS Financial Services in 2021 and has over 25 years of experience in the investment business. Heather works closely with families to develop customized investment strategies that meet their needs, integrates those investment strategies within the family’s broader wealth management architecture, and identifies wealth management planning opportunities for clients. In addition, Heather is an Advisor on the Investment Committee.
Prior to joining SCS, Heather founded Matheys Lane Capital Management (MLCM) in 2008 to provide investment and advisory services to a handful of ultra-high net worth clients and family offices. Prior to founding MLCM, Heather was a Partner at Rex Capital Advisors (RCA), a multi-family office where she focused on investments and client coverage. Before RCA, Heather was a Vice President at J.P. Morgan Securities Inc., where she was a position trader. Prior to J.P. Morgan, Heather spent several years at Goldman, Sachs & Co, where she worked in Investment Banking and as a trader on the Risk Arbitrage desk. Heather currently serves on the New England Regional Committee of Dartmouth College. Heather earned a BA from Dartmouth College and an MBA from Harvard Business School.