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.

The information, analyses and opinions set forth herein are intended to serve as general information only and should not be relied upon by any individual or entity as advice or recommendations specific to that individual entity. Anyone using this material should consult with their own attorney, accountant, financial or tax adviser or consultants on whom they rely for investment advice specific to their own circumstances.

Products and services described on this website are intended for United States residents only. Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained on this website should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional. Persons outside the United States may find more information about products and services available within their jurisdictions by going to Russell Investments' Worldwide site.

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.

© Russell Investments Group, LLC. 1995-2025. 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.