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Financial Poise Weekly Rundown

Note: Episodes 1-74 were produced under the name “Accredited Investor Markets Radio”. We changed the name to “Financial Poise Radio” starting with Episode 75.

Dec 12, 2014

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 gives us all the details 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 find them here:

Twitter (Heather Lopes): @earlysharesCSO

Twitter (EarlyShares): @earlyshares

LinkedIn: Heather Lopes

LinkedIn: EarlyShares


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.