Heather Carroll Joins Conscience Bay Capital
September 7, 2022 - In an effort to better serve our clients, we would like to announce our newest member, Heather Carroll, who has joined our team as a Research Associate. Heather's role will be to assist our Investment Manager with multi-asset-class research, portfolio construction, as well as designing investment communication efforts.
Prior to Conscience Bay Capital, Heather was a Vice President of Product Management at the Fidelity Management and Research Company in Boston, MA. During her time there, she executed aspects of product management and research.
Heather started her career as a Portfolio and Performance Analyst at Fidelity Management Trust Company in Boston, MA. There, she analyzed the performance of institutional portfolios for internal and external clients. She later received a promotion to become a Vice President and Senior Investment Analyst, where she conducted asset allocation, as well as researched and provided consultative services to Fidelity’s institutional clients. These clients included corporations, public funds, foundations and endowments with minimum assets under management of $200 million.
Heather graduated with a Bachelor of Business Administration from the University of Massachusetts. She also received a Master of Business Administration from F.W. Olin Graduate School of Business at Babson College.
She currently has membership with the CFA Institute (formerly Association for Investment Management and Research) through the Boston Society of Security Analysts.
If you have questions about Heather's role at Conscience Bay Capital, please feel free to contact us.
