Heath Cardie, CFA, is Director - Private Equity Consulting. Heath leads Watershed’s research in private equity strategies. He began his investment career in 1995, and joined Watershed in 2002.
Previously, Heath was Vice President of Research for WealthPlace, an alternative investments research adviser based in New York. From 1998-2000, he was a Senior Investment Officer for Sovereign Financial Services, a private equity fund-of-funds manager and consultant. From 1997-1998, he was the Treasury Department Manager at the University of Colorado Foundation, responsible for the endowment fund, operations funds and other trusts. From 1995-1997, Heath was an analyst with Mercer Investment Consulting in Denver.
Heath has held the Chartered Financial Analyst designation since 1997 and is a member of the CFA Institute and the CFA Society of Colorado. He holds an MS in Finance from the University of Colorado and a BS in Business Administration from Ambassador University. Heath is also a Certified Treasury Professional, achieving the designation in 1998.