As the Chief Compliance Officer of MACRO Consulting Group, Heidi Heath works towards ensuring MACRO’s advisors and staff remain informed about and trained on changing industry regulations and requirements. She also serves as MACRO’s compliance liaison, responsible for facilitating the execution of our compliance requirements and responsibilities in relation to our broker/dealer, LPL Financial.
Prior to joining MACRO Consulting Group in 2004, Heidi oversaw the weekly sale operations and distribution process for one of the largest grocery chains on the east coast. She also built the Merchant Services group for a large consumer credit provider, and headed up the Service and Support group for a NYC-based, leading specialized-technology provider for the advertising industry.
Heidi graduated from Bryant University with both a BS in Finance and an MBA in Management of Operations and Technologies. She holds the Investment Adviser Certified Compliance Professional® (IACCP®) designation, an industry-wide recognition of enhanced knowledge and skill level in SEC compliance matters.