Heidi Haynes

Heidi Haynes

Portfolio Manager

Followers of Heidi Haynes64 followers
location of Heidi HaynesLaguna Hills, California, United States

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  • Timeline

  • About me

    Portfolio Manager at Towneley Capital Management, Inc.

  • Education

    • Universtity of La Verne

      1971 - 1973
      Liberal Arts and Sciences, General Studies and Humanities
  • Experience

    • Towneley Capital Management, Inc.

      Apr 1990 - now
      Portfolio Manager

      A member of the Towneley team since 1990, Heidi provides invaluable institutional memory in an environment where board members serve for specified terms. She has managed client portfolios of multiple mutual funds since that strategy’s infancy, overseeing them with the unflagging commitment normally found only among in-house staff. She attended the University of La Verne and the University of California, Irvine and earned a certificate from MTI Business College. Ms. Haynes is a member of the Financial Planning Association and has been active in its Orange County Chapter since becoming a CERTIFIED FINANCIAL PLANNER™ in 1995. Show less

  • Licenses & Certifications

    • CFP

      Jul 1995