Heidi Q. Beattie

Client Services Associate


Heidi joined the firm in 2017 as a Client Services Associate.

She has 14+ years of experience in the financial services industry and holds a B.S. in Mathematics from the State University of New York at Stony Brook. Heidi enjoys running, supporting non-profit organizations in her community and spending time with her husband Tom and their two boys, Sam and Alex.


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