Heather Fernstrom with her family
About Heather

Advisor. Mentor. Mother.

Real-assets advisor. Philanthropist.
Mother of three. Florida-raised.
Built to lead with integrity, intention, and heart.

The work only
matters if it
gives back.

In year one of Alliance Global Advisors, Heather and Jennifer Stevens set a charitable giving goal before a revenue goal — and have kept that commitment every year since. Giving isn't something Heather adds in — it's how she leads.

Alongside her advisory work, Heather mentors young women entering finance, speaks across the country, and serves the organizations that have shaped who she is.

Her three children see it all — the setbacks, the wins, the behind-the-scenes. That's by design. "Leadership isn't a title; it's how you show up when it counts."

Wellfit Girls American Heart Association Women in Finance Mentorship Naples Community
Heather Fernstrom
Heather Fernstrom with her children

Grounded in
what matters most.

Behind every early morning and every late evening is the reason Heather does it all — three kids who remind her daily what real accountability looks like.

They've watched her navigate hard conversations, celebrate hard-won wins, and show up fully in every season. That's the model she's building — not just for clients, but for them.

Raised in Naples, Florida. Still here. Still building. Still believing the best investments are the people around you.

Life With the Kids

Three kids who
keep it real.

Ski trips. Fishing boats. Christmas morning. Sunsets on the water.
This is the job she loves most.

Heather and kids skiing
Kids at the beach
Family Christmas tree
Fishing boat adventure
Christmas morning PJs
Mountain hike together
Sunset on the water
Kids in the forest
Mountain lake day
Family moment
Heather and kids skiing
Kids at the beach
Family Christmas tree
Fishing boat adventure
Christmas morning PJs
Mountain hike together
Sunset on the water
Kids in the forest
Mountain lake day
Family moment

Hover to pause  ·  Best adventures, no agenda

Born in Florida.
Built to lead.

Heather Fernstrom — Naples, Florida

Hard work, humility, and the belief that real leadership starts with service — those weren't classroom lessons. By age 10, Heather was working the front desk of her family's Naples hotel, learning to listen, lead, and serve.

Her parents modeled entrepreneurship from the start. A father who invested in real estate. A mother who built her own advisory firm. That front-row seat became the blueprint.

In 2005, at 21, Heather lost her brother. That loss reshaped everything — deepening her compassion and lighting a fire to live on purpose. If you're still here, there's work to do.

"In 2008, at 26, I was reporting devastating losses to pension boards of teachers, firefighters, and retirees. That taught me fiduciary responsibility isn't a phrase — it's a promise to do right by real people."
— Heather Fernstrom Border

A career built on
earned authority.

Heather's path wasn't linear. She earned two bachelor's degrees in Accounting and Business Administration from Western State — while competing as a collegiate volleyball player — then two master's degrees in Finance and Real Estate & Construction Management from the University of Denver.

She went on to develop and lead IR platforms at National Real Estate Advisors, Hunt Investment Management, and The Townsend Group — building the institutional relationships that would define her career.

She became known for how she builds teams — with transparency, trust, and room to grow. Always an advocate for those overlooked or underestimated. "We don't just need more diverse leaders — we need more people willing to lead differently."

Heather Fernstrom

Milestones that matter.

2002–04
Education
Built the Foundation
Bachelor of Science, Business Administration +
Earned a Bachelor of Science in Business Administration, Accounting, from Western Colorado University — while competing as a collegiate volleyball player.
2004–05
Early Career
Started in Accounting
LarsonAllen, LLC +
Began her career at LarsonAllen, LLC, building the financial discipline that would shape everything that followed.
2005
Turning Point
A Loss That Lit the Fire
The Loss of Her Brother +
At 21, Heather lost her brother. That loss deepened her compassion and lit an unshakeable commitment to living — and leading — on purpose. Everything she's built since carries his memory.
2005–07
Financial Leadership
Treasury Management
Bancshares of Florida +
Served as Treasury Management Officer, expanding into banking, operations, and strategic financial management.
2006–08
Advanced Study
Deepened Her Expertise
MSF / MSRECM — University of Denver +
Earned dual master's degrees in Finance and Real Estate & Construction Management from the University of Denver – Daniels College of Business.
'08–'09
Trial by Fire
Reporting Losses to Pension Boards
Fiduciary Accountability Under Pressure +
At 26, reporting devastating portfolio losses to pension boards of teachers, firefighters, and retirees forged an unshakeable commitment to fiduciary responsibility and people-first leadership. This wasn't theory — it was accountability in real time.
2008–11
Institutional Advisory
The Townsend Group
Advising Institutional Investors +
Advised institutional investors during one of the most demanding periods in the market, sharpening her perspective on risk, accountability, and long-term strategy.
2011–13
Executive Growth
Hunt Companies
Vice President +
Served as Vice President, contributing to a platform focused on development, investment, and asset management across institutional real estate.
2013–19
Investor Relations
National Real Estate Advisors
Led Institutional IR Platform +
Led investor relations at National Real Estate Advisors, supporting institutional real estate investment strategies across multiple platforms and deepening the LP relationships that would define her next chapter.
2019–
Founded
Co-Founded Alliance Global Advisors
Building What Didn't Exist +
Heather and Jennifer Stevens launched Alliance Global Advisors — setting a charitable giving goal before a revenue goal. That principle guides the firm to this day, and has never been broken.
2023–26
National Recognition
Inc. 5000 — Four Consecutive Years
America's Fastest-Growing Private Companies +
Alliance Global Advisors was named to the Inc. 5000 four years running — No. 228 (2023), No. 1,063 (2024), No. 4,976 (2025), and continuing in 2026. A testament to the model built from day one.
2026
National Honor
Inc. Female Founders 500
Inc. Magazine — Female Founders 500 +
Inc. Magazine named Heather to the Female Founders 500 — a national honor reserved for the most impactful women building companies that are redefining their industries. A recognition of two decades of conviction in action.
How She Leads

Service is
the strategy.

01
Integrity

Every relationship, every deal, every team interaction governed by doing the right thing — even when no one is watching.

02
Intention

Nothing is accidental. Strategy, positioning, relationships — all built deliberately, with long-term outcomes in mind.

03
Heart

The warmth and human-first approach that clients consistently cite as what makes Heather — and the work — genuinely different.

"Giving back isn't something I add in — it's embedded in how I lead and live."

A voice the
industry listens to.

Heather speaks at the industry's most influential forums — on investor relations, institutional capital, real assets strategy, and women's leadership. Her perspective is candid, earned, and deeply practical.

PREA
Pension Real Estate Association
IREI
Institutional Real Estate, Inc.
PERE
Private Equity Real Estate
RELPI
Real Estate LP Initiative
Markets Group
Institutional Investment Conferences
Connect CRE
Women in Real Estate

Ready to build
something that lasts?

20+ years of institutional-grade IR expertise — working for you.

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