Heidi Soumerai, CFA

Heidi Soumerai, CFA2019-02-11T14:47:18+00:00

Heidi Soumerai, CFA

Managing Director

Heidi is a Managing Director and a member of the Boston Trust Board of Directors, and currently serves as Senior Environmental, Social, and Governance (ESG) Advisor. With over three decades of experience managing the firm’s ESG initiatives, Heidi advises the in-house ESG team on ESG research and active ownership efforts. She is a member of the ESG Research & Engagement Committee, and Chair of the Corporate Governance Committee, which establishes and implements Boston Trust / Walden’s proxy voting guidelines.

Heidi earned a BS in Public Health from the University of Massachusetts and an MBA from Boston University. She holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute. She currently serves on the Sustainability Accounting Standards Board (SASB) Investor Advisory Group.