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The Compass Newsletter – December 2019
By Fairport Wealth
The Compass |
December 2019 |
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Wealth management tips, trends and articles that provide confident navigation for high net worth clients. |
| IN THIS ISSUE |
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Market Update Budgeting Charitable Giving Cybersecurity Fairport News |
| Thank you for your continued trust, loyalty and generous referrals. Warmest wishes for a Happy Holiday Season! |
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2019 Promotions
Brant Appel was promoted to Director of Finance and Business Management, reflecting his on-going assimilation of finance department functional responsibilities and his significant contributions with our operating platform transition to HighTower.
David Bosak was promoted to the role of Advisor. He has earned the reputation of eMoney on-boarding specialist, gained dedicated client team responsibilities and continues to be integral in our Emerging Affluent and 401k client deliverables.
Michael Kalinoski was promoted to Senior Portfolio Manager. A valued member of the Investment Team, he has demonstrated initiative by streamlining and improving trading and investment processes and procedures.
Kristen Lucas was promoted to Chief Marketing Officer. She oversees all aspects of Fairport’s strategic marketing and communication efforts including social and traditional media, client and prospect events, community engagement, external and internal communication and niche markets’ plan development.
Notable Moments
Advisor Peter DeVito was LIVEONLakeside! He joined Hollie Strano and Michael Estime in March to share important tax tips for widows.
Heather Ettinger was recognized by InvestmentNews as a 2019 Icons and Innovators honoree for her profound advancement of the financial advice profession and conception of new ideas that have propelled the industry forward. Heather received the award at the Innovation Summit and Awards Dinner in April in New York City. The half-day Summit included panel discussions, TED-style talks, and one-on-one interviews followed by an awards dinner. Surrounded by family, colleagues and friends, Heather’s acceptance remarks paid homage to her late father and touted the power of being “quirky.”
Crain’s Cleveland Business named Kristen Lucas as one of the 2019 Forty Under 40. This recognition honors young professionals who are engaged in helping others and bettering the community, through their jobs and in volunteer efforts. Kristen accepted her award (to the tune of Aretha Franklin’s RESPECT) at the November ceremony.
Rachel Margulis joined the PetFix Northeast Ohio board and was elected Treasurer. PetFix is a non-profit organization that offers high quality, affordable spay and neuter surgeries to prevent pet homelessness and the need for unnecessary euthanasia.
Michelle Taylor completed the program to become a Certified Wellness Practitioner through the National Wellness Institute. Michelle also joined the board of Put-in-Bay Yacht Club and was elected Trustee of Finance.
Fairport Wealth is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.
This is not an offer to buy or sell securities, nor should anything contained herein be construed as a recommendation or advice of any kind. Consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. No investment process is free of risk, and there is no guarantee that any investment process or investment opportunities will be profitable or suitable for all investors. Past performance is neither indicative nor a guarantee of future results. You cannot invest directly in an index.
These materials were created for informational purposes only; the opinions and positions stated are those of the author(s) and are not necessarily the official opinion or position of Hightower Advisors, LLC or its affiliates (“Hightower”). Any examples used are for illustrative purposes only and based on generic assumptions. All data or other information referenced is from sources believed to be reliable but not independently verified. Information provided is as of the date referenced and is subject to change without notice. Hightower assumes no liability for any action made or taken in reliance on or relating in any way to this information. Hightower makes no representations or warranties, express or implied, as to the accuracy or completeness of the information, for statements or errors or omissions, or results obtained from the use of this information. References to any person, organization, or the inclusion of external hyperlinks does not constitute endorsement (or guarantee of accuracy or safety) by Hightower of any such person, organization or linked website or the information, products or services contained therein.
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