![Heather A. Robertson Fortner](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Heather A. Robertson Fortner
Chief Executive Officer at SignatureFD LLC
Profile
Ms. Heather A.
Robertson Fortner is a Chair & Chief Executive Officer at SignatureFD LLC.
Prior to joining SignatureFD in February of 2003, Ms. Robertson Fortner 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 A. Robertson Fortner active positions
Companies | Position | Start |
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SignatureFD LLC
![]() SignatureFD LLC Investment ManagersFinance SignatureFD LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was co-founded by David S. Fisher and Douglas W. Liptak in 1997. SignatureFD provides discretionary wealth management services on a fee basis to individuals, business entities, trusts, estates and charitable organizations. | Chief Executive Officer | 2020-09-30 |
Training of Heather A. Robertson Fortner
Kennesaw State University | Undergraduate Degree |
Georgia State University | Graduate Degree |
Experiences
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Private companies | 1 |
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SignatureFD LLC
![]() SignatureFD LLC Investment ManagersFinance SignatureFD LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was co-founded by David S. Fisher and Douglas W. Liptak in 1997. SignatureFD provides discretionary wealth management services on a fee basis to individuals, business entities, trusts, estates and charitable organizations. | Finance |
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