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