Shelly Heier

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.

Any statements of opinion expressed within this publication are that of Russell Investments and are current at the time of issue. The information and opinion given in this publication is given in good faith. All opinions expressed are subject to change at any time. Russell Investments nor any of its staff accepts liability with respect to the information or opinions contained in this publication.

All investments carry a level of risk and do not typically grow at an even rate of return and could experience negative growth.

Any past performance results should not be seen as a guide to future returns. Any scenarios presented are an estimate of future performance based on evidence from the past on how the value of an investment varies and are not an exact indicator.

In EMEA this content is suitable for Professional Clients Only.

Russell Investments is committed to ensuring digital accessibility for people with disabilities. We are continually improving the user experience for everyone, and applying the relevant accessibility standards.

Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.

Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the "FTSE RUSSELL" brand.

Issued by Russell Investments Limited. Company No. 02086230. Registered in England and Wales with registered office at: Rex House, 10 Regent Street, London SW1Y 4PE. Telephone +44 (0)20 7024 6000. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN.

© Russell Investments Group, LLC. 1995-2026. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an "as is" basis without warranty.