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        Heather Apperson

        Head of GEBS Portfolio Strategey

        Heather Apperson profile picture

        Experience

        21 Yrs

        Heather Apperson is a Managing Director and Global Head of the Index Equity Portfolio Strategist Team at State Street Investment Management. She is responsible for managing a team that devises and delivers index equity solutions to the firm’s global institutional clients.

        Prior to joining State Street Investment Management, Heather spent 10 years at Barclays Global Investors and Blackrock. During that time, she held various roles across investment strategy relating to global markets, institutional index investments and exchange trade funds (ETFs). In addition, she also held the lead equity index product manager role at Fidelity Investments focusing on the distribution and product positioning of index mutual funds and ETFs. Heather has worked in the investment industry since 2004 having started her career in private wealth management at Merrill Lynch and Deutsche Bank Alex. Brown.

        Heather has a Bachelor of Science in Business Administration with a specialization in Marketing from the University of Colorado at Boulder and resides in New York City.

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