Heather Mc Clellan
About Heather Mc Clellan
Heather McClellan is a Client Servicing Team Lead at Clearwater Analytics, with a Bachelor of Arts in Economics from Linfield University. She has extensive experience in asset management, specializing in responsible investing and portfolio optimization.
Work at Clearwater Analytics
Heather Mc Clellan serves as the Client Servicing Team Lead at Clearwater Analytics, a position she has held since 2020. In this role, she is responsible for overseeing client servicing operations, ensuring that clients receive high-quality support and service. Clearwater Analytics specializes in providing cloud-based investment accounting and reporting solutions. Mc Clellan's experience in client servicing and her background in economics contribute to her effectiveness in this position.
Education and Expertise
Heather Mc Clellan earned a Bachelor of Arts in Economics from Linfield University, completing her studies from 2008 to 2012. Her academic background provides a strong foundation for her expertise in responsible investing, where she integrates environmental, social, and governance (ESG) factors into investment decisions. Mc Clellan also possesses skills in securities lending and has a strong background in database maintenance, which supports her analytical capabilities.
Background in Consulting and Finance
Before joining Clearwater Analytics, Heather Mc Clellan worked at Eagle Hill Consulting as a Management Consultant for 11 months in Seattle, WA. She also held various positions at Russell Investments, where she worked for seven years. Her roles included Senior Portfolio Analyst - Direct Investments, Portfolio Analyst - Direct Investments, Proxy and Class Actions Analyst, and an internship in Americas Institutional Marketing and Client Service. This diverse experience in finance and consulting has equipped her with a comprehensive understanding of asset management.
Achievements in Portfolio Management
Throughout her career, Heather Mc Clellan has specialized in portfolio optimization, focusing on selecting the best mix of assets to meet specific investment goals. Her experience includes working in Operations and Quantitative Portfolio Management, where she developed skills in proxy voting and securities lending. Mc Clellan's analytical skills and her commitment to responsible investing have contributed to her effectiveness in managing investment portfolios.
Personal Interests
Outside of her professional responsibilities, Heather Mc Clellan enjoys running through the foothills with her dog. This personal interest reflects her active lifestyle and appreciation for the outdoors, which complements her professional focus on responsible investing and sustainability.