Headshot image of Shelly Heier, CFA, CAIA

Shelly Heier, CFA, CAIA

Managing Director, Global Head of Institutional Client Service

Shelly Heier joined Russell Investments as Global Head of Institutional Client Service in October 2024. She brings more than 26 years of industry experience in investment research, client service, and sales to her role.

Based in the firm's Seattle headquarters, Shelly is responsible for implementing all client service strategies and initiatives, ensuring that Russell Investments delivers top-notch investment advice and service to its clients. She also serves on the Operating Committee.

Previously, Shelly was President and Senior Consultant at Verus Investments, an institutional consulting and OCIO provider. In her 24 years at Verus, she participated in manager research, not-for-profit clients, and held leadership positions, including chairing the firm's OCIO Investment Committee and the Alternatives Investment Committee.

In 2023, Pensions & Investments recognized Shelly as one of their "Influential Woman in Institutional Investing."

Outside of her professional responsibilities, Shelly volunteers as a trustee and Treasurer of the University of Puget Sound and Seattle Children's Theatre. A native to the Pacific Northwest, she lives in with her husband, two teenagers, and a French bulldog. Shelly enjoys outdoor activities, actively skiing in the winter and aspiring to try wake surfing in the summer.

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