Bio
Heather Rarey is CAP STRAT’s Director of Data Operations. Heather oversees CAP STRAT’s operations team, which is responsible for gathering financial information, daily file and transaction processing and reconciliation, security price updates, account accuracy, verification, and coordination, trading, and client report preparation. Heather collaborates with client trustees and custodians to develop and carry out efficient processes, minimizing client time and effort. Through their work in gathering client data and report production, Heather and the operations team allow CAP STRAT’s research analysts and consultants to focus on analysis, not report preparation, freeing up key resources to spend valuable time working more closely with clients.
Heather graduated from Aurora University with a B.A. in Accounting and an Associate degree in Accounting from Joliet Junior College.