Log in
E-mail
Password
Remember
Forgot password ?
Become a member for free
Sign up
Sign up
New member
Sign up for FREE
New customer
Discover our services
Settings
Settings
Dynamic quotes 
OFFON

MarketScreener Homepage  >  News  >  Companies

News : Latest News
Latest NewsCompaniesMarketsEconomy & ForexCommoditiesInterest RatesBusiness LeadersFinance Pro.CalendarSectors

SignatureFD : Announces the Promotion of Heather Fortner to President

05/15/2020 | 10:21am EST

SignatureFD, an award-winning, integrated wealth management and advisory firm that helps clients transform their net worth into NET WORTHWHILE™, today announced the promotion of Heather Robertson Fortner, MS, IACCP®, to the role of President. Fortner is also the Chief Compliance Officer for the firm.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20200515005343/en/

Heather Robertson Fortner, MS, IACCP® Partner, President and Chief Compliance Officer (Photo: Business Wire)

Heather Robertson Fortner, MS, IACCP® Partner, President and Chief Compliance Officer (Photo: Business Wire)

As President and CCO, Fortner will be responsible for developing the short and long-term strategic vision of the company with SignatureFD’s Board of Directors, leading the firm’s Senior Leadership Team in implementing the company’s vision, and evaluating the company’s success.

“Heather’s promotion to President of SignatureFD is a recognition of the leadership and responsibilities she has exhibited over the last several years,” said Jeff Peller, CEO and Co-Founder of SignatureFD. “She has the respect of our team and the industry, impeccable character, and fully embodies our core values. She gives her heart and soul to this organization and leads with compassion and excellence. This promotion is well-deserved.”

“SignatureFD is home to some of the most talented and generous people in our industry,” said Heather Fortner, President and CCO of SignatureFD. “Our team brings their whole selves, every day, to help our clients use their wealth to live a life that matters most to them. The opportunity to lead this organization and team is an honor and privilege for which I am extremely grateful.”

With deep expertise in the financial industry, Fortner has been with SignatureFD for more than 17 years. She 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 Leadership Institute.

Heather is a highly sought-after thought leader in the wealth management industry. She regularly appears on conference panels, is quoted in articles, and interviewed on podcasts, including the popular Kitces podcast.

About SignatureFD

True Wealth Is Bigger Than Just the Accumulation of More

We believe in helping our clients achieve wealth beyond money – financial security is just the first step. That’s why our focus isn’t just on your net worth, it’s on your Net Worthwhile™.

Net Worthwhile™ is the shift from an Accumulation of More mindset to one focused on the Achievement of Better — helping you define how you can use all elements of your wealth to live a more fulfilling life. So, no matter what people and causes are important to you, our financial design solutions will help you grow, protect, give and live your wealth.

What’s Your Net Worthwhile?™


© Business Wire 2020
Latest news "Companies"
10:17aNEWS : Statement of Robert Thomson, Chief Executive of News Corp, Regarding the Sale of Simon & Schuster to Bertelsmann
BU
10:16aOmnicar Holding AB har beslutat att ändra avstämningsdagen för utdelning av teckningsoptioner till aktieinnehavarna till den 2 december 2020.
AQ
10:16aCAR PARTS BLACK FRIDAY DEALS 2020 : Top Car Starters, Coilovers & More Car Parts & Replacement Deals Identified by Deal Stripe
BU
10:16aSEWING MACHINE BLACK FRIDAY DEALS (2020) : Janome, Brother & More Deals Identified by Spending Lab
BU
10:16aDIRECTIONAL DRILLING MARKET : Impact and Recovery Report | Evolving Opportunities and New Market Possibilities Post Pandemic| SpendEdge
BU
10:16aGlobal Cardiac Rhythm Management (CRM) Devices Market Size to Increase by $ 3.73 Billion During 2020-2024 | Includes COVID-19 Impact Analysis | Technavio
BU
10:15aPIENO ZVAIGZDES : not audited financial results for the nine months of 2020
PU
10:13aECB review sees increased medium-term vulnerabilities for corporates and banks (32 KB)
PU
10:13aPFB : October 29, 2020pfb corporation announces record results for the third quarter endedseptember 30, 2020, declares increased quarterly dividend and one-time special dividend
PU
10:13aOil extends gains on vaccine hopes, shrugs off U.S. inventory build
RE
Latest news "Companies"