Heather R. Ettinger

Founder & CEO

As Managing Partner, Heather Ettinger has more than 25 years of experience in the financial services industry, including leadership roles in client acquisition and services, operations and strategic planning. As an Advisor, Heather specializes in helping clients and their families create strategic financial plans to guide them through life transitions, such as losing a spouse, divorce, selling a business, retiring or a career change.

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 studies about women 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 publications including the Wall Street Journal, Barrons and Bloomberg and is a frequently requested speaker and panelist, both locally and
nationally. For her impact on the financial industry and demonstrated willingness to share her experiences, she was honored on Investment News’ inaugural Women to Watch list in 2015.

Having joined Roulston & Co. in 1987, Heather has been with Luma Wealth since its inception. She previously served as an Equity Trader for Jefferies and a Research Analyst for both Bordier & Cie and Baring Brothers.

Heather remains an active supporter of both her alma maters, Dartmouth College, where she earned a B.A., and the Laurel School, where she served on the Board of Directors for 12 years. She is active with In Counsel with Women and the nationally recognized wealth management study group Family Wealth Advisors Council. Heather serves on the Board of Directors of University Hospitals Health System, the advisory council for Racing Towards Diversity magazine and the planned giving council at the Cleveland Museum of Art.

Heather lives in Shaker Heights with her husband and has three children. In her free time, she enjoys playing ice hockey, snow skiing and cycling.

Luma Wealth Advisors - Professional Heather Ettinger