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    Shelly Heier

    President - Senior Consultant - Investment Strategist for Hospitals, Endowments & Foundations

    Shelly Heier is a results-driven professional with a passion for tackling complex problems throughout her career.

    With a background in investment portfolios, pensions, endowments, and foundations, Shelly has gained extensive experience in navigating the intricate investment landscape and managing business operations.

    She excels in providing leadership both internally within her organization and externally to help institutional investors make informed strategic investment decisions.

    Shelly's key strengths lie in relationship building, collaboration, and establishing trust, which have been instrumental in her success.

    Currently serving as the President and Senior Consultant at Verus Investments, Shelly plays a multifaceted role that involves mentoring staff, chairing the Alternatives Investment Committee, and providing strategic consultancy services.

    Her expertise spans areas such as endowment management, foundations, healthcare systems, pension de-risking, talent management, operations management, and strategic business planning.

    Shelly graduated with a BA in Finance & Economics from the University of Puget Sound and has previously worked as a Financial Analyst at J. Duncan & Associates.

    Shelly Heier
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    Location

    Seattle, Washington, United States