Heidi Morrow

As Senior Portfolio Manager, Heidi is responsible for managing member investment accounts and coordinating delivery of solutions to the individuals, families, trusts, and nonprofits Towne Trust serves. As part of the relationship team, Heidi also supports the development of new member relationships.

Heidi has more than three decades of experience covering securities analysis, portfolio management, finance, technology, and business development. Heidi’s investment management experience spans fixed-income and equity securities, mutual funds and ETFs, and private funds, including hedge funds, private equity, private credit, venture capital, and commercial real estate.

Heidi received a B.S. degree in German and Spanish with a Business minor from Penn State and an MBA in Finance from Columbia Business School. Heidi is a CFA charterholder who has served on the boards of the CFA Societies of New York, NY and Jacksonville, FL. She has also served as Treasurer and Chair of the Investment and Finance Committees of the New York Junior League and on the Finance Committee of the DeerCreek Country Club Owners Association in Jacksonville, FL.