Wealth manager names Chief Operating Officer to help ensure advisor success and inspire more client families Fairport Wealth (formerly Fairport Asset Management) announced today the appointment of Paul B. Stetz as Chief Operating Officer and member of the Executive Leadership Team. Prior to joining Fairport, Paul has held leadership positions with Schwab Advisor Services and […]
Two Fairport professionals have been promoted: David J. Bosak, CFP® to the role of Advisor and Michael J. Kalinoski to Senior Portfolio Administrator & Trader. David Bosak is a Certified Financial Planner with over 15 years of financial industry experience. He joined the firm in 2014 and became an Analyst soon after earning his CFP […]
Fairport proudly announces Merrick House as our 9th annual Community Beacon recipient. In keeping with our core pupose of Inspiring Families, we will provide meaningful resources to raise awareness and further the organization’s mission of helping individuals and families improve their lives. Merrick House offers programs and interconnected community support through its vibrant neighborhood […]
Fairport is pleased to announce the YWCA Greater Cleveland as our 8th annual Community Beacon recipient. Desiring to unify our efforts as a firm to provide meaningful support to the Northeast Ohio community, Fairport selects one charitable organization per year that reflects our firm’s values. 2018 marks 150 years of service for YWCA Greater Cleveland. […]
Fairport Asset Management is pleased to announce that Kristen Lucas has been promoted to the Director of Marketing and will be joining the Leadership Team as functional head of marketing. Over her nearly 15 years, Kristen’s contributions have been numerous and, at their core, have been instrumental in creating the unique culture of community […]
Fairport Asset Management announced today the appointment of Dr. Kenneth Mayland as advisory member of its Investment Committee. Dr. Mayland is President of ClearView Economics, LLC, a firm specializing in economic research and forecasting. Dr. Mayland was previously the Chief Economist of two major financial institutions. He has spent more than 45 years studying […]
Fairport is pleased to announce the Cleveland Museum of Natural History as our 7th annual Community Beacon recipient. Desiring to unify our efforts as a firm to provide meaningful support to the Northeast Ohio community, Fairport selects one charitable organization per year that reflects our firm’s values. This year, we join our clients and friends […]
We celebrate our Chairman and Founding Partner, Paul R. Abbey, upon his retirement from Fairport Asset Management. Paul has been an integral contributor to the success of our firm. Over the years, he had led many key client relationships and is an excellent rainmaker and skilled investment professional. An industry pioneer, Paul founded the […]
Fairport is pleased to announce that The First Tee of Cleveland is our 2016 Community Beacon recipient. Desiring to unify our efforts as a firm to provide meaningful support to the Northeast Ohio community, Fairport selects one charitable organization per year that reflects our firm’s values. We are proud to join our clients and friends […]
Thomas H. Roulston, II April 6, 1933 – October 7, 2015 We remember and honor one of the firm’s founders, Thomas H. Roulston, II. He died peacefully earlier this month, with his wife of 61 years, Lois Mueller Roulston, by his side. Tom founded Fairport’s predecessor firm, Roulston & Company, in 1963 at the age […]
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