Heather Schwarz-Lopes, CFP® is Co-Founder and Chief Strategy Officer of EarlyShares, the trusted platform that gives accredited investors direct access to private opportunities. An experienced executive with a 16-year track record of success in the financial services industry, Heather has an established reputation as a solutions-driven leader with expertise in wealth management, business development, strategic planning, relationship management, and entrepreneurship. EarlyShares, which Heather co-founded in 2011, enables individuals and companies to leverage Title II of the JOBS Act to capitalize on new investing and capital raising opportunities. As CSO, Heather spearheads strategic initiatives to help EarlyShares transform the $2T private finance market. She has helped lead EarlyShares from inception to a premier market position in an emerging industry. Heather has been an active advocate for private investment “crowdfunding” since 2011 and is EarlyShares’ primary liaison with Washington regulators. Heather’s efforts helped bring EarlyShares to the attention of the Start-Up America Partnership, which made EarlyShares the featured company on its website on April 5, 2012 – the day President Obama signed the JOBS Act into law. Previously, Heather served as Sr. Vice President and Sr. Private Banker at Wells Fargo-The Private Bank, where she collaborated with a six-member Wealth Management team to offer world-class financial services to both corporate clients and ultra-high- net-worth individuals (representing a total portfolio under management of over $500M). Heather is an active national speaker and member of the Young Entrepreneurs Council (YEC), Crowdfund Intermediary Regulatory Advocates (CIFRA), and Crowdfunding Professional Association (CfPA). She attended the University of Tennessee and holds the following licenses: Certified Financial Planner™, NASD Series 7 - General Securities, NASD Series 66 - Combined State Law Florida, Florida Notary.
Discover the three ways to increase your deal flow as a private investor: personal referrals, groups and associations, and online platforms. Read More