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  • Shelly Heier Joins Russell Investments as Global Head of Institutional Client Service

Shelly Heier Joins Russell Investments as Global Head of Institutional Client Service

Key Highlights:

  • Shelly Heier named Global Head of Institutional Client Service at Russell Investments.

  • New role focuses on enhancing delivery of investment solutions.

  • Heier to lead a team of client CIOs, account executives, and associates.

  • Will collaborate closely with Kevin Turner and Rachel Carroll for North America consulting alignment.

  • 26 years of experience in institutional consulting, including a pivotal role at Verus Investments.

Notable Quote:

"We're thrilled to have Shelly as part of the Russell Investments team. Institutional clients are central to our mission, and having an industry veteran like Shelly leading our delivery will significantly strengthen our partnerships."

Lindy Freeman, Managing Director and Global Head of Institutional at Russell Investments

Our Take:

The appointment of Shelly Heier as Global Head of Institutional Client Service marks a strategic move by Russell Investments to deepen its engagement with institutional clients. With a robust background in both non-discretionary and discretionary consulting, Heier’s expertise is well-suited to elevate the firm's service offerings, particularly in international markets. Her collaboration with key figures like Kevin Turner and Rachel Carroll aims to streamline the integration of client management and consulting services, positioning Russell Investments for sustained growth in a competitive landscape. Heier's leadership is expected to enhance the firm's reputation for delivering tailored investment solutions to a diverse institutional client base.