Elected in 2009
As Managing Partner, Heather Ettinger has more than 30 years of experience in the financial services industry, including leadership roles in client acquisition and services, operations and strategic planning. Having joined Roulston & Co. in 1987, Heather has been with Fairport since its inception. She previously served as an Equity Trader for Jefferies and a Research Analyst for both Bordier & Cie and Baring Brothers. Heather is widely recognized for her dedication to helping women build their financial acumen and wealth, culminating in the launch of Luma Wealth Advisors in 2017. She co-authored two industry leading studies about women and wealth and launched in November2020 an amazon bestseller book entitled “Lumination: Shining a Light on A woman’s Journey to Financial Wellness.”
Heather is active with In Counsel with Women and the nationally recognized wealth management study group Family Wealth Advisors Council. Heather serves the advisory council for Racing Towards Diversity magazine and the planned giving council at the Cleveland Museum of Art, and previously served on the board of the Laurel School, The Private Trust Corporation, and Asurint-One Source Technology.
Heather earned a bachelor’s degree in economics and history at Dartmouth College.