Beth Heath, CFA, CAIA
project manager at blue heron research partners@ Blue Heron Research Partners
New York City Metropolitan Area
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Beth Heath, CFA, CAIA is an experienced investment due diligence professional with over 32 years of work experience. She specializes in hedge funds, alternative investments, and asset management. Beth has a strong background in due diligence and portfolio management, with expertise in capital markets and risk management. She has held various leadership positions in reputable companies such as Blue Heron Research Partners, Colonial Consulting Llc, Sandell Asset Management, and BNP Paribas. Beth's skills in strategic planning, risk management, and security valuation analysis make her a valuable asset in the finance industry.
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Research Details
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Emails and Phone Numbers

@blueheronrp.com
@optonline.net
+1 212644****
+1 212218****
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About

Investment due diligence professional with internal hedge fund experience. Specialties: * Investment Manager Due Diligence * Investment Talent Assessment * Portfolio Manager Allocation/Monitoring/Reporting * Strategic Planning * Risk Management * Security Valuation Analysis

Work Experience

286 Madison Ave, New York, NY, 10017, US

Research Services

104
Phone
+1 2126445110
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Beth Heath, CFA, CAIA's Professional Milestones

  • Senior Investment Analyst (1998-01-01~2004-01-01): Maximized returns through data analysis and analysis, driving positive investment returns for clients.
  • Director Of Hedge Fund Research (2011-01-01~): Driving innovative investment strategies, increasing returns, and creating new strategies for diversifying international markets.
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Education

University of Rochester
University of Rochester

Economics

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