Heather Fortner, Chief Operating Officer, Chief Compliance Officer & President of SignatureFD, shared the story behind her title with us on February 8, 2023.
As CEO, Heather leans into her passion for listening – to the SignatureFD team, our clients, and the industry – to create and implement the organization’s vision and mission to impact the lives of 10,000 families. Practicing a “coach with empathy” leadership style, Heather leverages her unique ability to harmonize people’s passions and talents to build teams and lead organizations that deliver excellent and inspiring client experiences.
Previously serving as Chief Operating Officer, Chief Compliance Officer, and President of SignatureFD, Fortner has learned, navigated, and held strategic oversight for every aspect of the organization. A highly sought-after leader in the industry, Fortner is regularly asked to speak on the ever-changing landscape of wealth management. In 2021, Heather was awarded CEO of the Year by WealthManagement.com for the category Individual RIA Firm Leaders. And, in 2022, Heather was awarded “Most Admired CEO” by the Atlanta Business Chronicle.
Prior to joining SignatureFD in February of 2003, Heather was senior operations supervisor at a trust company, managing all portfolio and security operations. She also worked for an investment management firm in Marietta, Georgia, as a financial associate.
Heather holds a Bachelor of Finance from Kennesaw State University, a Master of Science in professional counseling from Georgia State University, and is an Investment Adviser Certified Compliance Professional®. Additionally, she is a graduate of the Schwab Executive Leadership program and the G2 Institute.
Heather grew up knowing that money was tight at home. There were times when a loaf of bread and milk were all there was that week for the family. This left an impression on Heather and she made a conscious decision that her life would be different when it came to money. She wanted to be able to build a life that allowed her the freedom to choose her “Net Worthwhile.”
Listen to our interview with Heather below, on your favorite podcasting app, or watch on 6abc.com!
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