You're signed outSign in or to get full access.
About
Heidi Taber is First Vice President and Trade Desk Manager at Anchor Capital Advisors LLC, where she oversees trading operations and ensures compliance with regulatory standards across the firm's investment activities. Based in Boston, she plays a key role in executing trades, managing workflow efficiency, and maintaining high operational standards for both institutional and private client accounts.
With over three decades of experience in investment management, Heidi joined Anchor Capital Advisors in 2005 after serving as Vice President, Retail Trader at Frontier Capital Management Company, LLC, from 1989 to 2005. Her expertise spans trading in equities and fixed income securities, with a focus on operational risk management and regulatory compliance within multi-asset portfolios.
Heidi holds an Associate of Science in Business from Fisher College, earned in 1987, and is recognized for her deep operational insight and dedication to efficient market execution. Throughout her career, she has contributed to enhancing trading and compliance processes at Anchor Capital Advisors, supporting the firm’s reputation in delivering attentive service and safeguarding client assets in dynamic markets.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Anchor Capital Advisors | First Vice President,Trade Desk Manager | Mar 2005 to Present | Supervise and manage the trade desk of the Separately Managed Account Division (SMA) to ensure the desk runs efficiently and effectively. This includes co-managing the trading and administration staff... |
| Frontier Capital Management Company | Vice President | May 1989 to Mar 2005 | — |
Education
Rutgers University
Bachelor of Science
Skills & Expertise
Others at Anchor Capital Advisors LLC (18)
| Name | Role | Location |
|---|---|---|
A Andrew Martin | Portfolio Manager, First Vice President | Boston, MA , United States |
D Dan Doucette | Vice President | Boston, MA , United States |
D David Watson | First Vice President | Boston, MA , United States |
E Erica Adler | Investment Associate | Medford, MA , United States |
| Portfolio Manager/Multi-Asset Class Solutions | Boston, MA , United States | |
M Michael Pierre | PM | Boston, MA , United States |
W William Hickey | Senior Vice President, PM and Analyst | Boston, MA , United States |
| Vice President - Private Client Advisor | Boston, MA , United States | |
| Equity Analyst | Boston, MA , United States | |
| Senior Vice President, Director Managed Accounts | New Berlin, WI , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Senior Vice President of Investments | Congress Wealth Management LLC / de / | Columbia, MD , United States | |
| Manager of Investment Research | Congress Wealth Management LLC / de / | Richmond, VA , United States | |
| Portfolio Manager | Howland Capital Management LLC | Boston, MA , United States | |
| Portfolio Manager, Wealth Strategist | Howland Capital Management LLC | Boston, MA , United States |