People Moves

Georgia-Based Wealth Advisor Promotes Chief Operating Officer

Eliane Chavagnon Editor - Family Wealth Report January 28, 2015

Georgia-Based Wealth Advisor Promotes Chief Operating Officer

Atlanta, GA-headquartered wealth advisory firm SignatureFD has promoted its director of operations, Heather Robertson Fortner, to chief operating officer.

The Atlanta, GA-headquartered wealth advisory firm SignatureFD has promoted its director of operations, Heather Fortner, to chief operating officer - a new role at the firm.

Fortner – who also serves as SignatureFD's chief compliance officer – will now oversee business strategy and projects that impact client experience, team performance and overall firm success, it said.

In other recent news, last week SignatureFD launched a dedicated wealth management initiative for executives, at a time of heightened industry interest around the business benefits of targeting niche client segments.

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