ABOUT VERUS

Shelly Heier

Leadership

Ms. Shelly Heier, CFA, CAIA

Ms. Shelly Heier, CFA, CAIA

President & Chief Operating Officer

A shareholder of the firm since 2007, Ms. Heier is an integral part of the firm’s leadership, serving on the Verus management committee, chairing the investment committee, and heading the Seattle-based consulting staff. In addition, Ms. Heier provides investment consulting services to a handful of clients, including charitable organizations, corporate retirement plans, and healthcare organizations. Ms. Heier is a frequent speaker at industry conferences, where she has presented on a broad range of topics including capturing alpha from quantitative strategies and portfolio operations efficiencies.

As chair of the investment committee, Ms. Heier provides strategic guidance to the firm’s research staff on the important issues affecting clients and vetting the research department’s initiatives. Ms. Heier joined Verus in 2000 as a member of the manager research group and was responsible for investment manager and market research. She served as director of manager research from 2002 to 2005. Prior to joining the firm, she worked as an analyst for a financial planning firm specializing in high net worth individuals.

Ms. Heier is active in numerous civic and industry groups, including the CFA Institute, CFA Society of Seattle, CAIA Association, Western Pension & Benefit Conference, and the Fred Hutchinson Cancer Research Center’s Innovators Network. In 2012, the Puget Sound Business Journal recognized Ms. Heier’s accomplishments by selecting her as a “40 Under 40” honoree.

Ms. Heier graduated from the University of Puget Sound with a bachelor of arts (BA) in business and public administration with an emphasis in finance and a minor in economics. She is a CFA (Chartered Financial Analyst) and CAIA (Chartered Alternative Investment Analyst) charter holder since 2001 and 2011, respectively.