Heather Robertson Fortner is redefining what values-driven leadership looks like in wealth management, proving that business performance and community impact are not competing forces, but rather mutually important pillars of success. As CEO and chair of SignatureFD, she has helped scale the firm from $4.4 billion to $9.6 billion in assets under care. Yet she believes her most profound accomplishment is embedding and operationalizing shared values and purpose into every facet of the organization. In a field often defined by metrics alone, she has made community impact, inclusion, generosity, equity and human values essential measures of success.