Heather Gardner

Heather Gardner

CIMA, AIF, Senior Client Relationship Manager, Financial Institutions National Accounts

Chicago skyline

About Heather

Heather Gardner, CIMA®, AIF®, is a senior client relationship manager in the Financial Institutions & National Accounts (FINA) at William Blair Investment Management. In this role, she is responsible for relationship management and cross-selling the firm’s strategies within the home offices of some of the firm’s largest intermediary relationships. These include insurance firms, defined-contribution investment-only platforms, sub-advisory relationships, TAMPS, and broker-dealers. She is a member of the Defined Contribution Institutional Investment Association (DCIIA), Investment and Wealth Institute (IWI), and Money Management Institute (MMI). She serves as treasurer on the nonprofit board of the Civic Leadership Foundation. She is a Certified Investment Management Analyst (CIMA) and Accredited Investment Fiduciary (AIF). Heather received a B.A. in business/economics from Hendrix College.

Active is More than Just an Investment Approach

Being 100% active employee-owned promotes a dynamic environment in which our business and investment processes continually evolve in pursuit of better client outcomes.

See our approach
Street in Chicago

About William Blair

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

William Blair Emblem

Year William Blair was founded

Icon of three people

Employees worldwide

Dollar sign icon
+131 billion

Client assets

Handshake icon
87 Years

Independent and employee-owned

Globe icon

Offices worldwide

Checklist icon

Companies under coverage

As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

More about William Blair affiliated entities