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Heather Acey

Heather leads brand development and marketing efforts with nearly 20 years of experience in design, branding and marketing strategy for financial services firms. Previously, she worked in US Card Acquisition at Capital One and credit card loyalty at Affinion Loyalty Group. She holds a bachelor's degree in both Marketing and Psychology from Virginia Commonwealth University.

2 min read

Reszi Selects WealthForge As Managing Broker-Dealer

*This press release is written by the Reszi team and contains portions of the original release. Dallas, Texas, October 1, 2023: Texas-based...

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Legion Capital Selects WealthForge As Managing Broker-Dealer

Legion Capital, a specialized real estate development lender, has chosen WealthForge as its new managing broker-dealer. Legion will benefit from...

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What's a 'Tech-Enabled' Broker-Dealer?

At WealthForge, we often refer to ourselves as a “technology-enabled broker-dealer”. But what does that mean exactly?

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