Heather Gelchion is a Managing Director and Senior Investment Advisor in the Global Family Office. She works with high net worth individuals and families, as well as non-profit organizations. Heather is on Rockefeller’s Asset Allocation Committee and serves on the investment advisory board of the Greer Anderson funds.
Prior to joining Rockefeller in 2019, Heather was at Cambridge Associates for 14 years, serving as a Managing Director working with multi-generational families, endowments and foundations. Heather’s clients were located both in the U.S. and Europe, ranging in asset size from $50 million to over $3 billion. As an investment director, Heather helped individuals and families define their financial and investment goals and implement strategies to meet them. While at Cambridge, Heather co-founded Prevail, a women’s network that brought together investors, asset managers, entrepreneurs and philanthropists. Prior to joining Cambridge Associates in 2005, Heather worked at Standard and Poor’s as an Associate Ratings Analyst in the Structured Finance Group. In this position, she primarily rated asset-backed securities, including mortgage-backed and auto loan transactions. Previously, she worked as an Investment Banker at Adams Harkness, Inc. where she began her career as a Financial Analyst and later served as an Associate.
Heather received an M.B.A. from the Johnson School of Management of Cornell University and a B.A. in Economics and European History from Brown University.
Heather currently serves on the Investment Committee of the Rockefeller Family Fund and serves as Treasurer for Friends of Dana-Farber.