Episode 16

Heather Fortner on Living Net Worthwhile

Feb 23, 2021

Jeff Shafer, CEO of CommonGood Capital, is joined by Heather Fortner, CEO of SignatureFD, to chat about how her start as a Chief Compliance Officer gave her a broad education into the financial services business, the value in taking the time to be curious and of having a road map, the evolution of the “net worthwhile” concept – and more.

A New Lens with CommonGood Capital
A New Lens with CommonGood Capital
#16 - Heather Fortner on Living Net Worthwhile
Loading
/

Guest

Heather Fortner
CEO of SignatureFD
Now as CEO, and previously serving as Chief Operating Officer, Chief Compliance Officer, and President of SignatureFD, Fortner has learned, navigated, and held strategic oversight for every aspect of the organization. A highly-sought-after leader in the industry, Fortner is regularly asked to speak on the ever-changing landscape of wealth management. Heather 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.

Subscribe

Apple Podcasts

Google Podcasts

Spotify

PocketCasts

RSS Feed

Recent Episodes

80 – Rob Hurlbut on Catalyzing Healthy Food Growth

80 – Rob Hurlbut on Catalyzing Healthy Food Growth

Jeff Shafer, CEO of CommonGood Capital, speaks with Rob Hurlbut, Managing Director and Co-founder of Agricultural Capital - with over 30 years of experience investing in and leading reiterative farming businesses. Rob talks about how his time sourcing and buying...

read more
#78 – Steven Moss on Using Your Power to Effect Change

#78 – Steven Moss on Using Your Power to Effect Change

Jeff Shafer, CEO of CommonGood Capital, speaks with Steven Moss, co-founder of M. Cubed - a resource economics and public policy analysis consulting firm, about his passion for engaging the levers of society to effect positive change, the challenges of creating a...

read more