About Heather C. Cleland of WILLOW CREEK WEALTH

Heather C. Cleland is Chief Compliance Officer, Partner at Willow Creek Wealth Management Inc. and has been affiliated with Willow Creek Wealth Management Inc. since May-1999.

Willow Creek Wealth Management Inc. is an investment advisor that manages 745.6 MM dollars in regulatory AUM and has 10 employees, of which 7 perform investment advisory functions. The managers's latest filing has disclosed 127MM in positions, which represents 17% of the manager's regulatory AUM.

For more on Willow Creek Wealth Management Inc. including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile

WILLOW CREEK WEALTH StockAlpha

+0.2%
Top 25%
StockAlpha 3 yr performance attributed to stock picking: +0.2%/yr

Co-workers of Heather C. Cleland at WILLOW CREEK WEALTH

Name Title In Position Since
Bruce J. Dzieza President May-1999
Jason R. Gittins Secretary, Partner February-2006
Kelly A. Noonan Chief Financial Officer, Partner February-2006
Mark F. Keating Partner October-2011
Teresa D. Mitchell Assistant Compliance Officer October-2011

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Heather C. Cleland Office Address

825 GRAVENSTEIN HWY. N.
STE. #5
SEBASTOPOL, California
UNITED STATES, 95472

Heather C. Cleland Contact Information

Phone Number: 707-829-1146
Fax Number: 707-829-0111
Website:

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