Heather Robertson Fortner, MS, IACCP®
President and Chief Compliance Officer
My NET WORTHWHILE™ is helping people find their Net Worthwhile.
With a unique skillset to uncover and harmonize people’s passions and talents, Heather helps build teams that deliver excellent and inspiring client experiences.
As Chief Compliance Officer, Heather is responsible for maintaining client trust through ensuring SignatureFD’s compliance with legal and regulatory mandates. As Chief Operating Officer, she works closely with the Board, CEO, leadership team, and management staff to direct, manage, and oversee the firm-level business strategy.
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. 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 Institute.
Heather is a member of the SignatureFD Board of Directors, and she is highly sought after to share her wisdom in the industry. See a small sample of her previous speaking and media engagements below.
- Kitces.com, Becoming a Non-Revenue Producing Partner
- Becoming Referable, Heather Fortner on Establishing Communities of Clients
- True Profile, How to take Client Niches to the Next Level
- TD Ameritrade webinar, 5 Ways to Increase Employee Engagement
- Schwab Impact 2018 Interview