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Heather Fortner

CEO at SignatureFD

As CEO, Heather leans into her passion for listening – to the SignatureFD team, its 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.

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.

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BOOK NOW FOR your podcast

Heather Fortner

CEO at SignatureFD

As CEO, Heather leans into her passion for listening – to the SignatureFD team, its 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.

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.

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As seen on

“A new survey of 2,000 Americans sought to answer the age-old question: What would you do with $10 million?”

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Ask me

What do clients want out of wealth managers other than more money?
What is SignatureFD doing differently than other companies in the space?
What is the current state of DEI in the wealth management industry?
What are the 7 pillars of wealth to live by?
What is it like being a woman in a position of leadership?

Podcast agent:

@kitcaster.com