Preeti Bhattacharji

VP, Integrated Capitals & Communities

Preeti Bhattacharji is a Vice President of Integrated Capitals & Communities at Heron. Prior to joining Heron, she served as an assistant director of the Heilbrunn Center for Graham & Dodd Investing and a research associate for the Council on Foreign Relations. Preeti has also completed projects for ImpactAssets, Center4, the NYC Department of Small Business Services, and the Rachel Maddow Show. Preeti received her BA magna cum laude from Columbia University and her MBA with Dean’s Honors from Columbia Business School, where she won the Nathan Gantcher Prize for Social Enterprise. She currently serves on the Investment Advisory Committee of RSF Social Finance.


In the Pulse & Publications

Feb 10, 2020

A Tale of Two Tools: Financing Housing in the San Joaquin Valley

At Heron, we try to use all the tools in our toolkit to finance organizations who are serving the people and communities we care about. Recently, we used two different tools to provide financing to Self Help Enterprises (SHE), an organization offering homeownership opportunities in the San Joaquin Valley.

Aug 26, 2019

Nuts & Bolts: The Uses & Limits of Data as We Work in the San Joaquin Valley

In this post, we discuss our efforts to better integrate data as we try to understand the opportunities and challenges facing the San Joaquin Valley.

Feb 21, 2019

Questions We’re Asking this Week: Pensions & Community Prosperity

Pension liabilities can be a detriment to community prosperity, while pension funds can be a source of power for workers. With those dynamics in mind, here are a few pension-related questions we’re asking this week.

Dec 19, 2018

A Quick Guide to Place-Based Investing

At Heron, we’re always looking for opportunities to better align our investments with our mission — which sometimes involves investing deliberately in specific geographies. Here is a spectrum of strategies that we look to when we are trying to invest in a specific place.

Dec 19, 2018

Questions We’re Asking This Week: San Joaquin Valley Edition

We’re launching a new series called “Questions We’re Asking This Week” that catalogs some of the inquiries we’re chasing in order to help people and communities help themselves.

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