Financial Poise

Episode 14 with Heather Schwarz-Lopes

Learn to navigate online investment platforms in Episode 14 of Accredited Investor Markets Radio. This week, host Chris Cahill speaks with Heather Schwarz-Lopes, Co-Founder and CSO of, who discusses all the details investors need to know about navigating online platform investments, like how accredited investors can differentiate between online platforms, how equity crowdfunding online investment platforms work, what to know and watch out for, and how a platform can help mitigate fraud risk.

You can find out more about EarlyShares and Heather Lopes here.

You can also learn more here:

Twitter: Heather Lopes
Twitter: EarlyShares
LinkedIn: EarlyShares

About Heather Schwarz-Lopes

Heather Schwarz-Lopes, CFP® is 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.

As Co-Founder and CSO of EarlyShares, a leading equity crowdfunding platform, Heather enables individuals and companies to leverage new regulations to capitalize on new investing and capital raising opportunities. Prior to founding EarlyShares, Heather served as Sr. Vice President and Sr. Private banker at Wells Fargo-The Private Bank. She collaborated with a six-person team to manage more than $500M in assets.

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