Heather Robertson Fortner has been appointed chief executive of SignatureFD, an Atlanta, Georgia-based registered investment adviser that manages $4 billion.
Robertson, who previously served as the firm's president, chief operating officer and chief compliance officer, replaces Jeff Peller, one of the firm’s three co-founders, who stepped down.
Fortner has been with SignatureFD for more than 17 years.
Fortner "embodies SignatureFD’s core values and overall mission to serve our clients," said David Fisher, Signature FD's co-founder and chief wealth officer. "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.”
In connection with the appointment, Katie Amy, the firm’s compliance director, was promoted to chief compliance officer.
The move follows earlier dealmaking and leadership changes as the Overland Park-based hybrid RIA builds toward a nonprofit-focused institutional platform.
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