Sheila Maureen Harvey
Head of Institutional Relations
Sheila has 18 years of trading and investment experience, specializing in building institutional partnerships and client portfolio strategies. Born in Indiana, she completed her MBA in Finance at Purdue University, where she developed a strong foundation in capital markets and asset management.Sheila’s trading career includes leading roles in institutional portfolio management, where she developed strategies for pension funds, family offices, and endowments. Her expertise spans equities, ETFs, and fixed income products, and she is known for her ability to manage large scale portfolios while maintaining strong client trust.As Head of Institutional Relations, Sheila oversees the firm’s institutional accounts, ensuring that high level clients receive tailored strategies, transparent communication, and strong long-term results.
Email address
sheila@davidgoelconsultancy.com
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