How Heather Can Help You

As a manager on the Investment Reporting Team, Heather focuses on ensuring that our Black Diamond reporting system always reflects accurate and timely consolidated performance data for our clients.

What Makes Heather Knowledgeable

Heather joined Berman | Cresset in 2018. Before joining Berman | Cresset, Heather worked as an Investment Analyst for a variety of organizations including Teachers Retirement System of Georgia, Emory Investment Management, and Invesco, as well as working as Finance Manager for a company specializing in disaster support services. Heather graduated from Georgia Institute of Technology with a Bachelor of Science in Management and concentrations in Accounting & Finance. She holds the Chartered Financial Analyst (CFA) designation and is a member of CFA Society of Atlanta.

Getting to Know Heather

Heather and her husband Jeff live in Roswell with their two sons, Griffin and Andrew. Heather is an active member of her church and in her free time enjoys playing tennis, watching her sons play soccer and basketball, and spending time with family and friends.