Heather Zumarraga is a business consultant, public speaker and leader in the financial services industry who has distinguished herself as a highly regarded and well-connected source. She is also a HarperCollins Leadership author of The Man’s Guide to Corporate Culture released in 2021.
As Senior Director of Wealth Management, Heather is dedicated to educating financial advisors, wealth managers, estate planners, and tax accountants about a financial innovation their clients may not be aware of: a life settlement. Harbor Life Brokerage has the worlds most advanced life settlement online auction platform. Harbor Life helps seniors unlock the value of their life insurance policies now.
As former Vice President for Vision 4 Fund Distributors Heather worked with many asset managers including: DoubleLine Capital, MacKay Shields, RiverNorth Capital Management, and Semper Capital Management. Vision 4 partners with asset managers to bring the best in asset management to financial advisors around the country.
Heather exceeded $1 billion in sales for SunAmerica Asset Management and was ranked #1 from 2014 – 2016. Sometimes referred to as “The Pulse of Main Street,” she maintains close working relationships with Barron’s top financial advisers, 5-star asset managers and macro-economists.
Heather received her Masters of Business Administration from The Kogod School of Business at American University in Washington D.C. and obtained her undergraduate degree from Baruch College in New York City in Finance and Investments.
She appears regularly on The Fox Business Channel and Fox News as an economist, market expert and business commentator. She also is a Newsmax TV Contributor. As a CNBC Contributor from 2014 – 2017, she was a weekly “Closing Bell” Panelist and “Fast Money” Trader. Her work has been featured in The Washington Post, The Baltimore Sun, Forbes, NBC News, The Economic Policy Journal and Yahoo Finance.
Heather has a Private Pilot’s License and a Black Belt in TaeKwonDo. Born in Raleigh, North Carolina, she resides in Miami, Florida with her husband, daughter and Labrador Retriever.
In 2015, Washington Life Magazine recognized Heather as “one of DC’s most powerful people under 40.”
Follow Heather Zumarraga on Twitter: @heatherzuma