90-Minute Financial Perspective Session with Heather Loomis Tighe

This silent auction item offers a 90-minute private financial conversation with Heather Loomis Tighe, a school parent and experienced financial advisor, focused on your personal balance sheet and today’s economic environment. The session is designed to be thoughtful and educational, offering perspective on topics such as asset allocation, market conditions, and financial decision-making—tailored to your questions, balance sheet and interests. Whether you’re looking to better understand the economy or sense check your current approach, the conversation is practical and accessible. Important disclosure: Heather is a SEC-registered investment advisor. This session is provided solely as an educational discussion in support of the school fundraiser. No compensation is received, no products or services are being sold, and any insights shared are provided within a fully regulated professional framework. Expires 3/15/27 Heather Loomis Tighe Bio: Heather Loomis Tighe has built a career defined by deep expertise across every major asset class, drawing upon 17 years of foundational experience at BlackRock and J.P. Morgan. Heather currently serves as the Founder and CEO of Loomis Capital Management. In this capacity, Heather serves as Chief Investment Officer for significant Families. Loomis Capital Management focuses on two core domains: Advisement and Management. At BlackRock, she served as Managing Director and Head of the Institutional Family Office Business for the Western United States and Canada. She also held the role of Market Strategist for BlackRock’s $1.7 trillion AUM North American Institutional Business. In these roles, Heather advised clients on asset selection, alternative investments, portfolio construction, and risk analysis. Prior to BlackRock, Heather spent 12 years at J.P. Morgan, where she was a Managing Director overseeing a $13 billion Fixed Income Business. She also served on the Portfolio Construction Committee for the Private Bank, founded WISE, a platform dedicated to educating women on the financial markets, and was part of the firm’s Media team. Heather brings additional growth investment experience from her time as an investment partner and Managing Director at Glynn Capital, a 50-year-old Silicon Valley venture capital and technology investment firm. Earlier in her career, she traded public equities as a proprietary trader at First New York Securities, managing long short positions in the consumer discretionary space. A frequent presence in financial media, Heather has been featured on CNBC, Bloomberg, MSNBC, and Fox, and is regularly quoted in publications such as Fortune, The Wall Street Journal, and The New York Times. She is a sought after speaker on the global economy and investment strategy. Heather is deeply committed to philanthropy and governance. She serves on the investment committee for City of Hope Cancer Center’s multi-billion-dollar endowment. She served for a decade as advisory board member of both Tompkins Conservation and Natural Resources Defense Council (NRDC). Heather graduated magna cum laude and was elected to Phi Beta Kappa at Duke University, where she earned a degree in Economics and Spanish.