Meet Our Team

Raffa’s team specializes in supporting the nonprofit and association community.
Portfolio Management

Michelle Heery

Associate Portfolio Manager

Michelle is an Associate Portfolio Manager at Raffa Investment Advisers and serves as a Supporting Adviser for institutional nonprofit and association clients. In this role, Michelle provides depth, continuity, performance reporting, implementation coordination, and ongoing monitoring relative to policy and benchmarks.

Additionally, Michelle works extensively with the firm’s portfolio management and reporting systems, supporting trade execution, model maintenance, performance reporting, and data integrity. Her attention to detail and facility with technology enable the advisory team to operate efficiently and with confidence in the accuracy of portfolio activity and reporting.

In addition to her implementation and reporting responsibilities, Michelle contributes to research and due diligence efforts in a supporting capacity, assisting with data analysis and documentation used in portfolio oversight and decision-making.

Prior to joining Raffa, Michelle worked at State Street, where she supported institutional investment management clients through trade reconciliation, reporting, and operational processing. She brings a strong institutional foundation and a disciplined, execution-oriented mindset to her work.

Michelle holds a Bachelor of Science in Finance from West Chester University.