About Heather
Heather is a Partner and serves as Focus Partners' Chief Operations Officer and
Chief Compliance Officer. She is responsible for oversight of the firm’s
Compliance, Client Service, Human Resources and Firm Administration functions.
Under Heather’s leadership, firm operations have developed a focus on
attracting and supporting top talent, infusing our processes with efficiency
and cultivating a strong culture of compliance. As the firm’s estate and tax
planning expert, Heather regularly speaks on tax planning and charitable giving
topics.
Heather received her JD from Northeastern University School of Law and is an
active member of the Massachusetts Bar. Heather also received her compliance
certification from the national regulatory Society and holds the Investment
Advisor Certified Compliance Professional (IACCP®) designation.
Beyond her work at HC, Heather is passionate about causes that support women
and children. She also enjoys traveling and spending time on her beloved Cape
Cod.
Heather is a Partner and serves as Focus Partners' Chief Operations Officer and Chief Compliance Officer. She is responsible for oversight of the firm’s Compliance, Client Service, Human Resources and Firm Administration functions. Under Heather’s leadership, firm operations have developed a focus on attracting and supporting top talent, infusing our processes with efficiency and cultivating a strong culture of compliance. As the firm’s estate and tax planning expert, Heather regularly speaks on tax planning and charitable giving topics.
Heather received her JD from Northeastern University School of Law and is an active member of the Massachusetts Bar. Heather also received her compliance certification from the national regulatory Society and holds the Investment Advisor Certified Compliance Professional (IACCP®) designation.
Beyond her work at HC, Heather is passionate about causes that support women and children. She also enjoys traveling and spending time on her beloved Cape Cod.