News & Insights

Fairport Wealth Continues its Expansion Eastward to New Jersey

By Fairport Wealth

We are pleased to welcome Yu Oen to Fairport Wealth. Yu founded Optimal Portfolio, an SEC-registered fiduciary investment advisory firm in 2010. Today, he manages approximately 50 high net worth clients, including both families and businesses. Over the past 12 years, Yu has developed robust asset management and financial-planning capabilities.

“Between his background as a successful business owner and experience in corporate finance, investment banking and private equity, Yu brings a unique skillset and perspective that will serve as a great benefit to our entire team,” said Fairport Wealth President Matt Logar. “We are excited to expand into this key region and support Yu in further growing his business.”

Yu specializes in serving executives and business owners, including a number of former Wall Street executives. The business will operate in New Jersey under the Fairport brand name.

“As I considered my business goals, I recognized that joining Fairport Wealth would give me the best way to grow my practice and ensure continuity of service to our clients well into the future,” Yu said. “Hightower’s expertise in compliance and operations, coupled with offering a wide array of value-added services, including those for business owners, will enable me to better serve my clients as my practice continues to grow. I’m excited to join the company and begin making use of their many resources.”

This merger deepens our collective knowledge to help serve our clients better, allowing Fairport to inspire over 2000 families in 5 offices.

Learn more about the Princeton team here.