Heidi Wheatley
SVP, Marketing & Business Development

Heidi is a senior marketing professional with a comprehensive background in the financial services industry. She develops, implements, and maintains Claraphi’s branding, marketing, business development and communications strategies. Prior to joining Claraphi, Heidi 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).
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Heidi earned a Bachelor of Arts degree in mass communications with a concentration in public relations and advertising from St. Ambrose University, in Davenport, Iowa and her Master of Business Administration from the Keller Graduate School of Management in Atlanta.