Fairport Wealth Bio Amy Novak

Amy L. Novak

Senior Operations Analyst

Amy Novak brings a wealth of experience to her role as the Senior Operations Analyst at Fairport Wealth. With over 19 years of dedicated service in the financial services industry, coupled with 8 years of specialized experience in broker dealer administration, Amy has honed her skills to deliver client-centered solutions.

Earlier in her career, Amy worked in Institutional Client Services with Smith Barney and as an Analyst with KeyBank. Prior to joining Fairport, Amy served as an Investment Representative for a broker dealer firm in Fairview Park, OH. While there, she guided all aspects of the day-to-day operations of the firm and provided exemplary customer service. Amy developed lasting customer relationships with both individuals and businesses alike. She also played a pivotal role in developing standardized procedures that brought conformity and efficiency to firm practices.

Amy's journey in finance began with a strong educational foundation, having graduated from Baldwin Wallace University in 1992 with a Bachelor of Arts in Business Administration. Since then, she has continuously expanded her knowledge and skills, staying current on the changing regulatory environment and industry standards.

Outside of her professional endeavors, Amy enjoys spending time with her husband, Dan, their three children, and their two rescue dogs. She enjoys traveling as a family to Hilton Head Island and other sunny destinations, trying new unique restaurants, and working in her perennial garden.

Insights from the Fairport Team

Business Operations