Heidi Wheatley Sr. VP Marketing & Business Development
Ms. Wheatley is a senior marketing professional with a comprehensive background in the financial services industry. She is responsible for developing, implementing and maintaining Claraphi’s branding, marketing, business development and communications strategies. Prior to joining the firm, Ms. Wheatley led marketing teams for Preferred Capital Securities, two independent broker-dealers, a third-party due diligence firm and an asset manager. She has been actively involved in several industry organizations including the Alternative and Direct Investments Securities Association’s (ADISA) where she served for several years on their Conference Planning Committee and as Chair of its 2017 Spring Symposium, the Institute for Portfolio Alternatives (IPA) where she was named to their Women in the Industry to Watch list and Financial Services Institute (FSI). Ms. Wheatley earned her bachelor’s degree in mass communications with a concentration in public relations and advertising from St. Ambrose University, in Davenport, Iowa and her MBA from the Keller Graduate School of Management in Atlanta.
ClaraPHI serves clients nationwide. For additional information, contact the office nearest you.