Heather S. Mahoney, JD

Managing Director, Wealth Management; Legal Counsel

Wellesley, MA (Wellesley Gateway North Rte. 9)
Heather S. Mahoney, JD

Heather Mahoney works on strategic initiatives related to the firm’s continuing growth. Heather also participates in the firm’s Her Wealth® program. 

Heather has been working in the financial services industry for more than 20 years.  Prior to joining the firm, Heather was the General Counsel and was responsible for strategic operations of GW & Wade, LLC.  She also served as Chief of Staff to the CEO at GMO, LLC, an institutional asset manager, where she worked cross-functionally on matters of firm-wide importance.  Before that role, Heather led the firm’s product development effort, focusing on bringing investment funds to market, and also served as legal counsel.   

Heather’s legal practice focused on matters related to the firm’s institutional investor client-base, in addition to regulatory, compliance and corporate governance matters. Heather began her career in financial services in the legal department of Wellington Management LLP.  

  • Member of the Massachusetts Bar Association
  • JD, Suffolk University Law School
  • BS, Salem State College