SignatureFD’s New CEO Diversifies Leadership, Elevating Three Women to the Executive Senior Leadership Team and Another Woman as Chief Financial & People Officer

SignatureFD, an award-winning integrated wealth management and advisory firm that helps clients transform their net worth into NET WORTHWHILE™, announced the promotion of three team members, Katie Amy, Chief Compliance Officer; Laura Hubbell, Director of Client Care & Operations; and Crystal Cooper Mathis, Director of Marketing and Communications to the Executive Senior Leadership Team (SLT), and an existing member of the SLT, Ashley Corban, to Chief Financial & People Officer (CFPO). The Executive SLT is the group responsible for executing the strategic vision of the company. The structure of the new leadership team comes on the heels of Heather Fortner being announced as CEO in October and the organization’s commitment to diversity, which was announced earlier this year.

“At SignatureFD, we believe change has to start from within, and having diverse perspectives at the table only strengthens the forward-movement of any organization,” said Heather Fortner, CEO of SignatureFD. “These four women have exceptional track records of moving the needle and propelling teams towards a common vision and goal. Each one has earned their seat at the table. We are simply extraordinarily fortunate that we are proving the point with these promotions, that diversity and organizational success are correlated.”

“My hope,” continued Fortner, “is that other organizations in our industry sit up, take notice, and commit to change as well. That is how we make lasting change together.”

Fortner added, “Ashley’s promotion to CFPO is well-deserved. She has been with the company for six years, and she has helped to financially steer this organization through a global pandemic to one of our strongest years to date.”

SignatureFD’s Executive Senior Leadership Team is responsible for creating and recommending strategic vision and direction to the Board of Directors, for setting the departmental short and long-term strategies in alignment with the vision, and for day-to-day execution of the business goals.

“When I joined SignatureFD, I was deeply inspired by the organization’s continual willingness to evolve for the changing needs of their clients, team members and the industry,” said Katie Amy, Chief Compliance Officer at SignatureFD. “I am humbled and honored to now be in the room where those impactful decisions are made.”

“I have had the privilege of working with Heather for many years,” said Laura Hubbell, Director of Client Care & Operations at SignatureFD. “Through her, the most valuable lesson I have learned is that being a leader is not about having all the answers, but rather being curious enough to want to find them. I am excited to be curious with this amazing group of leaders.”

“Beyond the privilege to serve next to incredibly smart, talented, caring individuals, I am thrilled to be the first black woman on this team,” said Crystal Cooper Mathis, Director of Marketing and Communications at SignatureFD. “SignatureFD is truly setting a standard for the wealth management industry. To serve diverse clients, you need a diverse team at the table, and I’m proud to say we are at the forefront of making those strides.”

“I am honored to take on the role of Chief Financial & People Officer with SignatureFD,” said Ashley Corban, CFPO. “SignatureFD has an unyielding commitment to our clients and our team. Even during an incredibly difficult year, we never once wavered from delivering on exceptional client experiences and maintaining a team bond. I am proud of what we have built, and I look forward to helping shape our future in a significant way.”

This announcement, along with the recent appointment of Heather Fortner as CEO, marks a new chapter in SignatureFD’s history, as it embarks on an ambitious growth path over the next decade.

About SignatureFD

At SignatureFD, we believe people want to use their wealth to do something worthwhile – for themselves, those they love, and their community. Through integrated wealth management services, we help clients create a financial design for life that enables them to protect, grow, give and live their wealth – ultimately transforming their net worth into NET WORTHWHILE™. Our highly capable, collaborative, caring and coordinated team of investment, financial planning and tax experts are committed to proactively helping clients take control of their financial lives and achieve their goals. SignatureFD has 80+ passionate professionals who manage over $4B+ and has had a client retention rate of 97% since opening its doors in 1997.* For more information and important disclosures, visit www.signaturefd.com.

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