Heather joined Morningstar Investment Management in 2016 as Head of Sales and Distribution. She has more than 20 years’ experience in business leadership roles in the financial services industry in Australia and the United States. Most recently, she was a Consultant and Mentor in leadership and sales and a Co-Producer for the Inaugural Conscious Capitalism Australia Summit, a not-for-profit, member-based organisation, supporting and advancing the growth of the conscious capitalism movement.
From 2008 to 2013, she was a partner at Mercer where she served as Sales Leader and led business growth and management for the Mercer Super Trust and Mercer New Zealand KiwiSaver Scheme.
Heather also worked at Russell Investments in Sydney as Managing Director, leading the retirement services, product development, client services, and member services teams and also providing strategic leadership and management expertise for the Russell SuperSolution Master Trust’s Institutional Retirement Savings Solution. She has also worked as Director of National Sales Development, Retirement and Investor Services for the Principal Financial Group in the United States.
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