SignatureFD, an integrated wealth management and advisory firm, has named Heather Robertson Fortner as its new CEO.

Background

Earlier, Fortner served as the senior operations superviser at a local trust company, with remit including oversight of all portfolio and security operations.

A SignatureFD veteran of more than 17 years, Fortner formerly was the COO, chief compliance officer, and president.

Katie Amy will now replace Fortner as chief compliance officer, with immediate effect.

“Katie has served as the Director of Compliance since starting with the firm two years ago, and she has a 15-year history in compliance roles, lastly as a Compliance Officer, with a dually registered firm,” Fortner stated.

SignatureFD co-founder and chief wealth officer David Fisher said: “As a Co-Founder of SignatureFD, I have watched the firm grow from startup to an organisation that helps nearly 1400 client families achieve wealth fulfilment.

“Moreover, I have been privileged to watch Heather on her tenured journey with SignatureFD. She embodies SignatureFD’s core values and overall mission to serve our clients.

“And, she does so in a way that accounts for the critical interests of all our key stakeholders – clients, owners, employees, and strategic partners. The board and I are excited about the leadership Heather will bring to this role.”

Set up in 1997, SignatureFD enables clients to transform their net worth into NET WORTHWHILE.

The firm manages more than $4bn and employs over 80 professionals.