Heidi H. Vanni

Managing Director at Boston Trust Walden Co.

Heidi H. Vanni

Heidi H. Vanni

Managing Director at Boston Trust Walden Co.

Biography

Ms. Heidi H. Vanni, CFA MBA, is a Managing Director at Boston Trust Walden, Inc. She leads business development for institutional strategies and manages client and consultant relationships. Ms. Vanni is also a portfolio manager for institutional and private wealth clients. She is a member of the Boston Trust Walden Board of Directors and serves on the Investment, Audit & Risk, and ESG Research & Engagement Committees. She previously served as a Portfolio Manager on the Small and SMID Cap strategies.Ms. Vanni began her career in 2000 while working for MFS Investment Management Company. She joined the firm in 2001. She earned a BS, cum laude, from Boston University and an MBA with honors from Boston College. She holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and the CFA Institute.

Overview
RelSci Relationships

646

Number of Boards

1

Birthday

1978

Age

42

Number of Awards

1
Relationships
View Relationship Details
RelSci Relationships are individuals Heidi H. Vanni likely has professional access to. A relationship does not necessarily indicate a personal connection.
William Harris Apfel

Chief Investment Officer at Boston Trust Walden Co.

Relationship likelihood: Strong

Stephen James Amyouny

Co-Chief Executive Officer at Boston Trust Walden Co.

Relationship likelihood: Strong

Richard Quiller Williams

Managing Director at Boston Trust Walden, Inc.

Relationship likelihood: Strong

Domenic Colasacco

President, Chief Executive Officer & Chairman of the Board of Directors at Boston Trust Walden Co.

Relationship likelihood: Strong

Kimberly D. Gluck

Managing Director at Boston Trust Walden, Inc.

Relationship likelihood: Strong

Lucia Santini

Director & President at Boston Trust Walden, Inc.

Relationship likelihood: Strong

Tim Smith

Director of ESG Shareowner Engagement at Boston Trust Walden Co.

Relationship likelihood: Strong

Mark Elliott Cushing

Director of Strategic Initiatives at Boston Trust Walden Co.

Relationship likelihood: Strong

Heidi Ann Soumerai

Managing Director at Boston Trust Walden, Inc.

Relationship likelihood: Strong

Jane W. White

Vice President & Portfolio Manager at Boston Trust Walden Co.

Relationship likelihood: Strong

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In The News
PR Newswire
October 8, 2020
Boston Trust Walden Announces Changes to Institutional Strategies Portfolio Management
PR Newswire
August 31, 2020
Boston Trust Walden Announces Mutual Fund Name Changes
PR Newswire
February 13, 2020
Boston Trust Walden Announces Promotions
PR Newswire
February 12, 2020
Boston Trust Walden Publishes Annual ESG Impact Report
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Paths to Heidi H. Vanni
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Heidi H. Vanni
Managing Director at Boston Trust Walden Co.
Education
Class of 2006
Boston College

Boston College is one of the nation's best and most selective universities, with U.S. News & World Report ranking Boston College 31st among national universities, and Forbes ranking it 26th in its 2012 America's Best Colleges listing. Boston College confers more than 4,000 degrees annually in more than 50 fields of study through eight schools and colleges. Faculty members are committed to both teaching and research having earned nearly $60 million in research grants in the last year alone. The University has made a major commitment to academic excellence. As part of its Strategic Plan, Boston College is in the process of adding 100 new faculty positions, expanding faculty and graduate research, increasing student financial aid to more than $128 million annually, and widening opportunities in key undergraduate programs, such as international study, internships and student formation. Boston College has experienced tremendous growth in recent years, including a 75 percent increase in undergraduate applications over the past decade, to more than 34,000 for the 2,250 seats in its freshman class. During the same period, an increase in voluntary giving from alumni has helped to move the University's endowment to approximately $1.9 billion. Boston College students have also earned more than 200 prestigious academic scholarships over the past decade, including 2 Rhodes Scholarships, 4 Marshalls, 9 Goldwaters and 162 Fulbright grants.

Class of 2000
Boston University

Boston University (most commonly referred to as BU) is a private research university located in Boston, Massachusetts. The university is nonsectarian, but is historically affiliated with the United Methodist Church. The university has more than 4,000 faculty members and 29,000 students,and is one of Boston's largest employers. It offers bachelor's degrees, master's degrees, and doctoral degrees, and medical and dental degrees through 18 schools and colleges on two urban campuses. The main campus is situated along the Charles River in Boston's Fenway-Kenmore and Allston neighborhoods, while the Boston University Medical Campus is in Boston's South End neighborhood. BU also operates 75 study abroad programs in over 33 cities in over 20 countries and has internship opportunities in 10 different countries (including the United States and abroad).

Master of Business Administration
Boston College - Carroll School of Management

The Carroll School of Management provides undergraduate and graduate management education attuned to the needs of today's business world. Aligned with the philosophy of Boston College, we develop leaders and managers who bring an ethical perspective to business decision making. In addition to its degree programs and centers which provide executive development programming for professionals, the School partners with the business community to provide (student) consulting services in the areas of financial and strategic analysis, product development, and general business planning.

Memberships
Member
Current
CFA Institute

The Mission of the CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Member
Current
The Boston Security Analysts Society, Inc.

The Boston Security Analysts Society is a non-profit professional society that has been a point of connection for one of the world's most influential investment communities, providing an open forum for the exchange of fresh perspectives on industry issues.

Career History
Managing Director
Current
Boston Trust Walden Co.

Boston Trust Walden Co. provides banking services. The firm provides its services to high net worth individuals and their families, foundations, endowments, pension and profit sharing plans, retirement plans of municipalities, corporations, religious organizations, Taft Hartley plans, and labor unions. It also provides financial planning, tax management services, trust services, and estate planning. The company was founded in 1960 and is headquartered in Boston, MA.

Vice President & Portfolio Manager
Current
Boston Trust Walden, Inc.

Boston Trust Walden and its parent company share methods of analysis, investment research, strategies, Committee framework, and investment controls in formulating investment strategies. Across all strategies, the firm seeks to invest in a well-diversified set of companies meeting three standards: higher than average financial quality, sustainable business models, and reasonable valuation. Investment Committees determine asset allocation policy, sector allocation policy, and fixed income policy which reflects judgments balancing macroeconomic inputs and valuation.

Analyst
2000 - 2000
Massachusetts Financial Services Company

MFS Investment Management employs a variety of methods to evaluate securities, including fundamental analysis and quantitative analysis. The firm offers fundamental, active and research-driven equity strategies that strive for less volatility relative to benchmarks and greater value through changing markets. Fixed income strategy offers total return focused and credit-oriented approach. Multi-Asset strategy is goal-oriented, diversified and disciplined investment approach that combines broad diversification across multiple asset classes, active asset allocation, and bottom-up security selection. MFS' retirement solutions are designed with a goal of maximizing growth and supporting income over a lifetime by focusing on long-term returns. MFS Blended Research is an approach to active equity management that combines the firm’s fundamental research expertise with highly systematic quantitative research.

Non-Profit Donations & Grants

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$1 - $999
2017
Boston College

Boston College is one of the nation's best and most selective universities, with U.S. News & World Report ranking Boston College 31st among national universities, and Forbes ranking it 26th in its 2012 America's Best Colleges listing. Boston College confers more than 4,000 degrees annually in more than 50 fields of study through eight schools and colleges. Faculty members are committed to both teaching and research having earned nearly $60 million in research grants in the last year alone. The University has made a major commitment to academic excellence. As part of its Strategic Plan, Boston College is in the process of adding 100 new faculty positions, expanding faculty and graduate research, increasing student financial aid to more than $128 million annually, and widening opportunities in key undergraduate programs, such as international study, internships and student formation. Boston College has experienced tremendous growth in recent years, including a 75 percent increase in undergraduate applications over the past decade, to more than 34,000 for the 2,250 seats in its freshman class. During the same period, an increase in voluntary giving from alumni has helped to move the University's endowment to approximately $1.9 billion. Boston College students have also earned more than 200 prestigious academic scholarships over the past decade, including 2 Rhodes Scholarships, 4 Marshalls, 9 Goldwaters and 162 Fulbright grants.

$1 - $999
2016
Boston College

Boston College is one of the nation's best and most selective universities, with U.S. News & World Report ranking Boston College 31st among national universities, and Forbes ranking it 26th in its 2012 America's Best Colleges listing. Boston College confers more than 4,000 degrees annually in more than 50 fields of study through eight schools and colleges. Faculty members are committed to both teaching and research having earned nearly $60 million in research grants in the last year alone. The University has made a major commitment to academic excellence. As part of its Strategic Plan, Boston College is in the process of adding 100 new faculty positions, expanding faculty and graduate research, increasing student financial aid to more than $128 million annually, and widening opportunities in key undergraduate programs, such as international study, internships and student formation. Boston College has experienced tremendous growth in recent years, including a 75 percent increase in undergraduate applications over the past decade, to more than 34,000 for the 2,250 seats in its freshman class. During the same period, an increase in voluntary giving from alumni has helped to move the University's endowment to approximately $1.9 billion. Boston College students have also earned more than 200 prestigious academic scholarships over the past decade, including 2 Rhodes Scholarships, 4 Marshalls, 9 Goldwaters and 162 Fulbright grants.

$1 - $999
2015
Boston College

Boston College is one of the nation's best and most selective universities, with U.S. News & World Report ranking Boston College 31st among national universities, and Forbes ranking it 26th in its 2012 America's Best Colleges listing. Boston College confers more than 4,000 degrees annually in more than 50 fields of study through eight schools and colleges. Faculty members are committed to both teaching and research having earned nearly $60 million in research grants in the last year alone. The University has made a major commitment to academic excellence. As part of its Strategic Plan, Boston College is in the process of adding 100 new faculty positions, expanding faculty and graduate research, increasing student financial aid to more than $128 million annually, and widening opportunities in key undergraduate programs, such as international study, internships and student formation. Boston College has experienced tremendous growth in recent years, including a 75 percent increase in undergraduate applications over the past decade, to more than 34,000 for the 2,250 seats in its freshman class. During the same period, an increase in voluntary giving from alumni has helped to move the University's endowment to approximately $1.9 billion. Boston College students have also earned more than 200 prestigious academic scholarships over the past decade, including 2 Rhodes Scholarships, 4 Marshalls, 9 Goldwaters and 162 Fulbright grants.

Awards & Honors
CFA (Chartered Financial Analyst)
Other Affiliations

Heidi H. Vanni is affiliated with Boston Trust Walden Co., Boston Trust Walden, Inc., Massachusetts Financial Services Company

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