ATLANTA--(BUSINESS WIRE)--Jan 27, 2025--
SignatureFD, an award-winning* integrated wealth management and advisory firm that helps clients transform their net worth into Net Worthwhile®, today announced the promotion of two team members to owner.
In recognition of their demonstrated dedication to outstanding client service, SignatureFD has promoted:
- Elizabeth Burdette, JD, CAP®, Philanthropic Advisor
- Brad Kaufman, CAIA, Director of Alternative Investments
“Elizabeth and Brad exemplify the commitment, expertise, and leadership that defines our mission to empower clients to activate their wealth in meaningful ways,” said Heather Robertson Fortner, Chair of the Board and Chief Executive Officer of SignatureFD. “Their dynamic contributions have greatly enhanced the client experience and allowed us to deliver the uniquely personal financial blueprints that our clients deserve. We are thrilled to recognize their well-deserved promotions.”
Burdette has been instrumental in helping clients create meaningful change in their communities through personalized generosity strategies. Since joining SignatureFD in 2019, Elizabeth has leveraged her extensive experience in donor relations, program management, and law to guide individuals and families in maximizing the impact of their gifts. Elizabeth also serves as treasurer of the Special Olympics of Georgia Board of Directors, is on the board of Plywood People, and founded Bloom ATL, a women’s giving circle in Atlanta.
“I believe that every person has the ability to create a living and lasting legacy through intentional generosity,” said Burdette. “As an owner, I look forward to continuing to empower clients to align their wealth with their values, unlocking new opportunities to make an even greater impact.”
Kaufman has enhanced SignatureFD’s investment offerings by focusing on alternative investments, including private equity and private credit. Brad specializes in helping clients navigate complex investment opportunities to optimize portfolio performance and compound capital efficiently. His dedication to thorough research and risk management has solidified his reputation as a trusted advisor. Brad joined SignatureFD after earning a Finance degree from the University of Georgia and an MBA from Georgia State University.
“SignatureFD has long understood that helping clients realize the full potential of their investment portfolios requires offering opportunities across asset classes,” said Kaufman. “I am eager to continue advancing our alternative investment strategies and helping clients grow their wealth to achieve their goals.”
“This is an exciting time in SignatureFD’s growth journey,” added Fortner. “The addition of Elizabeth and Brad to our owner group reflects our commitment to empowering clients to live lives of purpose and impact.”
SignatureFD continues to experience significant momentum, with $9.2 billion in total assets and a 97% client retention rate since its founding in 1997.**
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 to grow, protect, give and live their wealth – ultimately transforming their net worth into Net Worthwhile®. Our highly capable, collaborative, caring and coordinated team of investment and financial planning experts are committed to proactively helping clients take control of their financial lives and achieve their goals. SignatureFD has 120+ passionate professionals who manage over $9.2B+ 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.
*Please see important award and ranking disclosures here.
**Retention rate compiled exclusively by SignatureFD. The retention ratio should not be construed by a client or prospective client as a guarantee that he/she will experience certain level of results if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of SignatureFD by any of its clients.
View source version on businesswire.com:https://www.businesswire.com/news/home/20250128311633/en/
CONTACT: Media Contact:
Crystal Mathis, Chief Marketing Officer at SignatureFD
[email protected], 404-253-7606
KEYWORD: GEORGIA UNITED STATES NORTH AMERICA
INDUSTRY KEYWORD: BANKING ASSET MANAGEMENT PROFESSIONAL SERVICES FINANCE
SOURCE: SignatureFD
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PUB: 01/27/2025 10:00 AM/DISC: 01/27/2025 10:00 AM
http://www.businesswire.com/news/home/20250128311633/en
