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You are here: Home / Heather Bailey

Heather Bailey

Heather A Bailey
Senior Retirement Director
State Street Global Advisors

Heather is a Vice President at State Street Global Advisors and a Senior Retirement Director on the Defined Contributions Intermediary group. In her role at State Street, she is responsible for building and maintaining key relationships with DC advisors and consultants throughout the Southeastern part of the United States. Heather serves in a valuable capacity for her clients, providing thought leadership on
DC trends, distribution opportunities, and acting as both a tactical and strategic consultative partner.

Prior to joining State Street, Heather was a VP in Consultant Relations for DC Intermediary at Prudential Global Investment Management (PGIM). She was responsible for building and maintaining relationships with large national and global consulting firms across the country. Prior to her role at PGIM, Heather was a DCIO wholesaler for Prudential in the Midwest, and a DCIO wholesaler in the Southeast for Columbia Funds. She has been working in defined contribution since 2006.

Heather has a B.A. in English and Political Science from Wofford College in Spartanburg, SC.

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Read our 2023 President’s Letter by clicking PECA President’s Letter 2023.

PECA (Pension Education Council of Atlanta) was established by a committee that includes some of the most tenured and esteemed retirement plan professionals in the Atlanta area. PECA is committed to providing high quality continuing education and networking opportunities for all types of professionals, newer entrants into the industry, and benefits specialists working for plan sponsors, all of whom work with retirement plans.

PECA’s Board includes local experts with national reputations in the industry as speakers and thought leaders, years of success creating in-person and online educational programs, and relationships that have brought other nationally known experts to Atlanta to share their expertise:

  • Katie Green – President
  • Alison Cohen – Secretary (Past President)
  • Candace Jackson  – Treasurer
  •  Shawn Slemons  – Technical Committee  VP
  •  Mike Zahariades – Membership Committee VP
  •  Lindsey Dolbeer  – Continuing Education VP
  • Alvaro Galvis – Community Outreach
  • Joni Jennings – Board Member (Past President)
  • Heather Bailey – Board Member
  • Chelsea Deppert – Board Member
  • Evan Melcher  – Board Member
  • Anne Morris – Board Member
  • Nick Westmoreland – Board Member

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