Heather Ettinger

As a champion for women and girls for over 30 years, Heather Ettinger is widely recognized for her unique experience and dedication to helping women build their financial acumen and wealth, culminating in the founding of Luma Wealth Advisors in 2017. She specializes in helping clients and their families create strategic financial plans to guide them through life transitions, such as the loss of a spouse, divorce and job changes and to align their resources around family values and impact in their communities.

Heather co-authored two studies about women and their unique needs entitled “Women of Wealth: Why Does the Financial Services Industry Still Not Hear Them?” and “Women of Wealth: What Do Breadwinner Women Want?” Heather has been featured in many publications including The Wall Street Journal, Barron’s and Bloomberg and is a frequently requested speaker for industry associations, company women’s initiatives and wellness events. For conceiving new ideas and tools that have propelled the financial industry forward, she was recognized as a 2019 “Icons and Innovators” honoree by Investment News. In 2019, she also proudly accepted The Ruth Bader Ginsburg award for advancing the aspirations of women from the Women’s Vote Project.

Ms. Ettinger remains an ardent supporter of her alma maters including Dartmouth College, where she earned a B.A., and Laurel School for girls, where she now serves as an Emeritus Trustee. She is active with In Counsel with Women and the nationally recognized wealth management study group, Family Wealth Advisors Council. She has served on numerous non-profit and private company boards across a wide range of industries including distribution, manufacturing, technology, trust services, financial services and healthcare. Her most recent board service includes University Hospitals Health System, The Private Trust Company, Asurint One Source Technology, Schwab Institutional Services Advisory Board, and Racing Towards Diversity.

Ms. Ettinger considers raising her three children with her husband, Jeff, to be her greatest and most rewarding accomplishment. Her favorite activities include playing ice hockey, skiing and hiking.