As the Director of Investor Relations at Boston Partners Global Investors, Inc., Paul Heathwood plays a pivotal role in shaping the firm’s engagement with institutional and intermediary clients. With over two decades of experience in sales, marketing, and client service management, Paul expertly navigates the...
As the Director of Investor Relations at Boston Partners Global Investors, Inc., Paul Heathwood plays a pivotal role in shaping the firm’s engagement with institutional and intermediary clients. With over two decades of experience in sales, marketing, and client service management, Paul expertly navigates the complexities of the investment landscape, focusing on alternative investments, equities, and fixed income strategies. His extensive background as a CFA Charterholder and licensed registered representative (Series 24, 7, 6, and 63) equips him with a robust understanding of asset management and portfolio management, allowing him to effectively communicate the firm’s value proposition to a diverse clientele.
In his current role, Paul oversees US Institutional and Intermediary Sales, as well as Consultant Relations, where he actively collaborates with central research groups at key financial institutions. His strategic oversight ensures that Boston Partners remains at the forefront of industry trends and client needs, particularly in the realm of asset allocation and wealth management. Paul is also deeply involved in portfolio research, leveraging his expertise to provide insights that drive investment decisions and foster long-term relationships with clients.
Key projects under his leadership often focus on enhancing client engagement through tailored investment solutions and educational initiatives, ensuring that clients are well-informed about the firm’s innovative strategies in hedge funds and mutual funds. Paul’s commitment to excellence in investor relations not only strengthens Boston Partners’ reputation but also contributes to the firm’s overall success in a competitive market. His ability to blend analytical rigor with exceptional client service makes him a valuable asset to both the firm and its clients.
