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HEIDI WHEATLEY | BUSINESS & DISTRIBUTION ADVISOR

In her role, Heidi advises Keystone on the firm's business and distribution strategy to support their DST, tax-advantaged, and impact real estate offerings. The founder of Sponsor Growth Solutions, she supports emerging sponsors in navigating the complexities of the independent broker-dealer and RIA channels. Her prior career experience includes building and leading high-performing teams within the retail channel and for a managing broker-dealer, where her team successfully supported the firm’s multi-billion-dollar capital-raising efforts. Heidi earned a Bachelor of Arts in mass communications with a concentration in public relations and advertising from St. Ambrose University, in Davenport, Iowa, and a master’s in business administration from the Keller Graduate School of Management in Atlanta.

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