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.
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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.
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