Heather Gardner

Heather Gardner

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

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.

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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.*

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1935

Year William Blair was founded

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+1,850

Employees worldwide

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+131 billion

Client assets

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87 Years

Independent and employee-owned

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20+

Offices worldwide

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+700

Companies under coverage

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

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