The COO Roundtable, Episode 5 Featuring Heather Fortner & Lucas Winthrop
Matt Sonnen | PFI Advisors, May 2019
Read the article online >Summary: In the fifth episode of The COO Roundtable, host Matt Sonnen was thrilled to sit down with Heather Fortner of SignatureFD and Lucas Winthrop of Winthrop Wealth Management. SignatureFD, headquartered in Atlanta, Georgia, currently manages approximately $3.5 billion in client assets with over 80 employees.
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