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Heather A. Robertson Fortner
Vorstandsvorsitzender bei SignatureFD LLC
Ursprung des Netzwerks ersten Grades von Heather A. Robertson Fortner
Einheit | Art der Einheit | Industrie | |
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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.
22
| Private Company | Investment Managers | 22 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Heather A. Robertson Fortner
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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CHUBB CORP | Multi-Line Insurance | Corporate Officer/Principal | |
CRAWFORD & COMPANY | Insurance Brokers/Services | Corporate Officer/Principal | |
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
Fireman's Fund Insurance Co.
![]() Fireman's Fund Insurance Co. Property/Casualty InsuranceFinance Fireman's Fund Insurance Co. provides personal and commercial insurance services for individuals, families, businesses, and organizations. It also sells insurance through independent agents and brokers. The company was founded in 1863 and is headquartered in Petaluma, CA. | Property/Casualty Insurance | Corporate Officer/Principal | |
TIAA-CREF Investment Management LLC
![]() TIAA-CREF Investment Management LLC Investment ManagersFinance TIAA-CREF Investment Management LLC (TCIM) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly-owned subsidiary of TIAA-CREF Asset Management LLC, ultimately owned by TIAA Board of Governors. TCIM provides investment management and certain administrative services necessary for the operation of the College Retirement Equities Fund (CREF), a diversified open-end registered investment management company that consists of eight accounts, that issues individual, group and tax-deferred variable annuity contracts. | Investment Managers | Corporate Officer/Principal | |
Allspring Global Investments LLC
![]() Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Corporate Officer/Principal | |
Sheets Smith Wealth Management
![]() Sheets Smith Wealth Management Investment ManagersFinance Sheets Smith Wealth Management (SSWM) is an independent registered investment advisor headquartered in Winston-Salem, North Carolina. The firm was founded by John R. Sheets and William (Bill) Smith in 1982 as Sheets, Smith & Associates, Inc. SSWM provides wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations. | Investment Managers | Corporate Officer/Principal | |
Frazier & Deeter LLC
![]() Frazier & Deeter LLC Miscellaneous Commercial ServicesCommercial Services Frazier & Deeter LLC provides accounting and advisory services. The company was founded in 1981 and is headquartered in Atlanta, GA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
University of Georgia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Georgia State University | College/University | Graduate Degree Graduate Degree Undergraduate Degree Masters Business Admin | |
Furman University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Denver | College/University | Graduate Degree | |
Ohio Wesleyan University | College/University | Undergraduate Degree | |
AMVESCAP Group Services, Inc. | Corporate Officer/Principal | ||
Boston University | College/University | Graduate Degree | |
University of Mississippi | College/University | Undergraduate Degree | |
Auburn University | College/University | Graduate Degree | |
Kenan-Flagler Business School | College/University | Undergraduate Degree | |
PPA Advisory Services, Inc.
![]() PPA Advisory Services, Inc. Investment ManagersFinance Part of Corporate Charities, Inc., PPA Advisory Services, Inc. provides investment advice. The company is based in Roswell, GA. | Investment Managers | Corporate Officer/Principal | |
J. Mack Robinson College of Business | College/University | Undergraduate Degree | |
GFO Advisory Services LLC
![]() GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
Florida State University | College/University | Undergraduate Degree | |
RB&Co. Holdings LLC
![]() RB&Co. Holdings LLC Investment ManagersFinance RB&Co. Holdings LLC engages in the provision of investment services. It offers financial and estate planning, investment analysis and management, complete tax preparation and business services for individuals and organizations, fiduciary discharge and retirement plan services. The company was founded in 1979 and is headquartered in Roswell, GA. | Investment Managers | Corporate Officer/Principal | |
Arthur Andersen LLP
![]() Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The University of Alabama | College/University | Undergraduate Degree | |
Flock Financial LLC
![]() Flock Financial LLC Investment ManagersFinance Flock Financial LLC is a specialty finance company that provides funding solutions for transactions that traditional capital sources will not consider. The private company is based in Atlanta, GA and was founded in 2009. The company challenges the status quo and offer more than just a transaction. Flock Financial also provides data and insight on the impact of the pandemic on the debt buying industry through their resource center. Customers can contact a Flock investment specialist to discuss their specific funding needs. The CEO is Michael R. Flock. | Investment Managers | Director/Board Member | |
Syracuse University | College/University | Undergraduate Degree | |
Ned Davis Research, Inc.
![]() Ned Davis Research, Inc. Investment ManagersFinance Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines. | Investment Managers | Corporate Officer/Principal | |
The University of North Carolina at Charlotte | College/University | Undergraduate Degree | |
Rider University | College/University | Undergraduate Degree | |
SunTrust Bank (Richmond Branch)
![]() SunTrust Bank (Richmond Branch) Regional BanksFinance SunTrust Bank provides commercial banking services. The company was founded in 1999 and is headquartered in Richmond, VA. | Regional Banks | Corporate Officer/Principal | |
The University of North Carolina at Asheville | College/University | Undergraduate Degree | |
Villanova University | College/University | Undergraduate Degree | |
Georgia Institute of Technology | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 39 |
Israel | 2 |
Vereinigtes Königreich | 2 |
Kanada | 2 |
Sektoral
Finance | 20 |
Consumer Services | 19 |
Commercial Services | 3 |
Operativ
Corporate Officer/Principal | 32 |
Undergraduate Degree | 21 |
Analyst-Equity | 9 |
Portfolio Manager-Equities | 9 |
Investment Committee Member | 5 |
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