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.*
Year William Blair was founded
Employees worldwide
Client assets
Independent and employee-owned
Offices worldwide
Companies under coverage
As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.