Fairport Asset Management

Industry: Company

Description

Founded: 2001 Parent organization: Former WT, Inc.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportFairport Asset ManagementWebsiteDirections Saved (0) Saved Save Financial planner in Cleveland, Ohio Address: 1350 Euclid Ave Suite 400, Cleveland, OH 44115 Hours: Closed ⋅ Opens 8AM Wednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (216) 431-3000Website: : : Place name: : : : Category: : Website: http://fairportasset.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Fairport Asset Management Posting publicly on the Web Write a review Reviews Be the first to review

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Fairport Asset Management Employees

Employee
Years
Job
Industry
Aaron Nuti, CFA, CAIA Aaron Nuti, CFA, CAIA Cleveland/Akron, Ohio Area Details
Aaron Nuti, CFA, CAIA's Fairport Asset Management Experience January 2012 - Present
Job Advisor | Wealth Management | Investment Management at Fairport Asset Management
Industry Financial Services
Experience
Fairport Asset Management   January 2012 - Present
Key Private Bank  October 2005 - December 2011
McDonald Investments Inc  March 2003 - October 2005

Skills
Wealth Management, Personal Financial..., Investment Management, Asset Allocation, Investment Strategies, Investment Policy, Alternative Investments, Collaboration

Education
John Carroll University   1997 — 2002
MBA & BSBA, Business Administration & Finance

Mentor High School   1995 — 1997

Kristen Lucas Kristen Lucas Cleveland/Akron, Ohio Area Details
Kristen Lucas's Fairport Asset Management Experience January 2007 - Present
Job Marketing Manager at Fairport Asset Management
Industry Financial Services
Experience
Fairport Asset Management   January 2007 - Present
Fairport Asset Management   September 2003 - December 2006

Skills
Marketing Strategy, Event Planning, Internal Communications, Community Outreach

Education
Allegheny College   1999 — 2003
BA, English, magna cum laude

Notre Dame - Cathedral Latin High School   1995 — 1999

Julie Hartshorn Julie Hartshorn Greater New York City Area Details
Julie Hartshorn's Fairport Asset Management Experience 2003 - 2005
Job Executive Management, Governance, & Project Planning
Industry Nonprofit Organization Management
Experience
World Animal Protection US   May 2012 - Present
The New School  October 2008 - May 2012
Foot Solutions  2006 - 2007
Fairport Asset Management   2003 - 2005
Cap Gemini Ernst & Young  1997 - 1999

Skills
Marketing Strategy, Leadership, Program Management, Leadership Development, Workshop Facilitation, Marketing, Public Speaking, Project Management, Start-ups, Strategic Communications

Education
The Ohio State University
Bachelor of Arts, Journalism and Public Relations

John Silvis, CFA John Silvis, CFA Cleveland/Akron, Ohio Area Details
John Silvis, CFA's Fairport Asset Management Experience March 2014 - Present
Job Chief Investment Officer at Fairport Asset Management
Industry Financial Services
Experience
Fairport Asset Management   March 2014 - Present
Fairport Asset Management   November 2000 - March 2014
National City Bank  January 1997 - November 2000
BNY Mellon  August 1994 - January 1997

Skills
Asset Allocation, Investments, Portfolio Management, Asset Management, Wealth Management, Equity Research, Securities, Private Equity, Valuation, Non-profit Leadership, Treasurers, Alternative Investments, Financial Analysis, Non-profit Volunteer, Equities

Education
Penn State University   1988 — 1992
BA, Economics

Baldwin Wallace University   1998 — 2000
MBA

Heather Ettinger Heather Ettinger Cleveland/Akron, Ohio Area Details
Heather Ettinger's Fairport Asset Management Experience March 1987 - Present
Job Managing Partner, Fairport Asset Management
Industry Financial Services
Experience
Fairport Asset Management   March 1987 - Present
Schwab Advisor Services Advisory Board   February 2014 - Present
Private Trust Company   June 2010 - Present
Asurint-One Source Technology   July 2012 - Present
Racing Towards Diversity Magazine   June 2009 - Present
Jefferies  September 1984 - March 1987
Bordier & Cie   June 1982 - November 1982
Baring Asset Management  1981 - 1981

Skills
Strategic Financial..., Investments, Financial Advisory, Wealth Management..., Charitable Gift Planning

Education
Dartmouth College   1979 — 1983
Bachelor of Science (B.S.), Economics and History

Choate   1976 — 1979
High School

Laurel School   1963 — 1976
High School

Paul Zappala Paul Zappala Cleveland, Ohio Details
Paul Zappala's Fairport Asset Management Experience June 2010 - Present
Job Chief Compliance Officer and Director of Operations and Information Technology at Fairport Asset Management
Industry Financial Services
Experience
Fairport Asset Management   June 2010 - Present
Fairport Asset Management   June 2000 - July 2010
Conley, Canitano and Associates Incorporated   September 1998 - June 2000
Ohio Turnpike Commission  September 1996 - September 1998
Marine Corps Tactical Systems Support Activity  June 1991 - September 1996
United States Marine Corps  1975 - 1996
Marine Corps Computer Sciences School   October 1986 - October 1989

Skills
Management, Leadership, Information Technology, Project Management, Security, Program Management, Integration, Portfolio Management, Security Clearance, Strategic Planning

Education
Mary Washington College   1989 — 1991
Bachelor, Computer Science

Marine Corps Computer Sciences School
MVS Systems Programming

Courtney Salvatore Courtney Salvatore Cleveland/Akron, Ohio Area Details
Courtney Salvatore's Fairport Asset Management Experience June 2007 - September 2007
Job Distal Extremities at Arthrex
Industry Medical Devices
Experience
Arthrex  April 2014 - Present
Provato  March 2011 - April 2014
Cintas  November 2007 - March 2011
Fairport Asset Management   June 2007 - September 2007
Cleveland Clinic  June 2006 - January 2007

Education
University of Cincinnati College of Business   2003 — 2007
BBA, Finance, Management

Emily Drake Emily Drake Cleveland/Akron, Ohio Area Details
Emily Drake's Fairport Asset Management Experience January 2000 - Present
Job Partner at Fairport Asset Management
Industry Financial Services
Experience
Fairport Asset Management   January 2000 - Present
McDonald Trust Company   February 1994 - January 2000
Society National Bank (Formerly Ameritrust Company, NA)   July 1988 - February 1994
Rinfret Incorporated   May 1986 - March 1988
Drexel Burnham Lambert  July 1985 - May 1986
Donaldson, Lufkin & Jenrette   March 1985 - July 1985
Meijer Incorporated   August 1976 - October 1984

Skills
Wealth Management, Charitable Gift Planning, Multi-generational..., Investments

Education
Grand Valley State University   1977 — 1981

Geoff Palya Geoff Palya Cleveland/Akron, Ohio Area Details
Geoff Palya's Fairport Asset Management Experience April 2015 - Present
Job Portfolio Administrator at Fairport Asset Management
Industry Investment Management
Experience
Fairport Asset Management   April 2015 - Present
Victory Capital Management  April 2012 - April 2015
Victory Capital Management  January 2012 - April 2012

Skills
Finance, Securities, Investments, Customer Service, Portfolio Management, Equities, Bloomberg Terminal, Trading, Fixed Income, Microsoft Office, Microsoft Excel, Financial Analysis, Leadership, Microsoft Word, Time Management, Lotus Notes, Middle Office

Education
Ohio University   2008 — 2011
Bachelor of Business Administration (BBA), Finance and Business Economics

Cleveland State University
Master of Business Administration (MBA), Finance Focus

Joyce Zak Joyce Zak Cleveland/Akron, Ohio Area Details
Joyce Zak's Fairport Asset Management Experience May 2015 - Present
Job Advisor at Fairport Asset Management
Industry Investment Management
Experience
Fairport Asset Management   May 2015 - Present
Fairport Asset Management   January 2000 - May 2015
McDonald Investments  January 1999 - February 2000
McDonald Trust Company   January 1996 - January 1999

Skills
Portfolio Management, Business Analysis, Financial Analysis, Auditing, Customer Service, Underwriting, Investments, Accounting, Strategic Planning, Leadership

Education
Baldwin-Wallace College   1991 — 1995
Accounting and Communication, Magna Cum Laude

William Keller William Keller Cleveland/Akron, Ohio Area Details
William Keller's Fairport Asset Management Experience February 2001 - October 2002
Job Vice President, Research Analyst at Northcoast Research
Industry Financial Services
Experience
Northcoast Research  November 2013 - Present
Mercedes-Benz of North Olmsted  January 2013 - September 2013
Paradigm Wealth Management   January 2009 - December 2012
FTN Midwest Securities  September 2006 - December 2008
Aleris  May 2006 - September 2006
KeyBanc Capital Markets  2003 - 2006
Fairport Asset Management   February 2001 - October 2002
Ford Motor Company  1998 - 2000
Ford Motor Company  1996 - 1998
Ernst & Young  1992 - 1994

Skills
Manufacturing, Financial Modeling, Valuation, Portfolio Management, Investments, Financial Analysis, Equity Research, Asset Managment, Equities, Finance, Mutual Funds, Securities

Education
Weatherhead School of Management at Case Western Reserve University   1997 — 2000
MBA, Finance, MIDS

Penn State University   1991 — 1995
B.S., Finance

Bay High   1987 — 1991

Chuck Kiraly Chuck Kiraly Cleveland/Akron, Ohio Area Details
Chuck Kiraly's Fairport Asset Management Experience April 1996 - August 2005
Job President of Oak Associates Funds
Industry Investment Management
Experience
Oak Associates Funds   July 2014 - Present
PNC Capital Advisors, LLC  August 2006 - June 2014
Victory Capital Management  August 2005 - July 2006
Fairport Asset Management   April 1996 - August 2005
BISYS Fund Services  May 1993 - April 1996

Skills
Transfer Agency, Fund Administration, Mutual Funds, Asset Management, Financial Services, Fixed Income, Relationship Management, Equities, Alternative Investments, Securities

Education
Ohio University   1988 — 1992
BBA, International Business & Finance

Global Competitiveness Institute Summer Program on the campus of the University of Pecs, Hungary   1992 — 1992
International Business Study and Internship Program

Antonio Belmonte Antonio Belmonte Cleveland/Akron, Ohio Area Details
Antonio Belmonte's Fairport Asset Management Experience June 2013 - Present
Job Investment Portfolio Administrator at Fairport Asset Management
Industry Financial Services
Experience
Fairport Asset Management   June 2013 - Present
Fidelity Investments  December 2010 - April 2013

Skills
Microsoft Excel, Mutual Funds, Cold Calling, Leadership, Customer Service, Financial Analysis, Sales, Series 7, Portfolio Management, Financial Modeling

Education
Miami University   2006 — 2009
Bachelor’s Degree, Economics

Matt Bures Matt Bures Cleveland/Akron, Ohio Area Details
Matt Bures's Fairport Asset Management Experience September 2007 - September 2015
Job Director of Operations at First Fiduciary Investment Counsel, Inc
Industry Financial Services
Experience
First Fiduciary Investment Counsel, Inc.   September 2015 - Present
Fairport Asset Management   September 2007 - September 2015
The Estate Planning Team   August 2006 - September 2007
Gratry & Company   April 2000 - August 2006
Ernst & Young  June 1993 - April 2000

Skills
Asset Management, Wealth Management

Education
David N. Myers University   2003 — 2006
BA/BS

Karen Veselic Karen Veselic United States Details
Karen Veselic's Fairport Asset Management Experience December 1997 - October 2004
Job Child Watch at YMCA of Greater Cleveland Avon Branch
Industry
Experience
YMCA of Greater Cleveland  January 2008 - December 2011
Fairport Asset Management   December 1997 - October 2004
Gunton Corporation  August 1994 - December 1997

Education
Cleveland State University   1988 — 1994
Business Administration, Accounting

David Bosak David Bosak Cleveland/Akron, Ohio Area Details
David Bosak's Fairport Asset Management Experience June 2014 - Present
Job Client Service Manager at Fairport Asset Management
Industry Financial Services
Experience
Fairport Asset Management   June 2014 - Present
KeyBank  July 2012 - June 2014
Key Private Bank  June 2007 - July 2012
Key Private Bank  November 2006 - June 2007
McDonald Financial Group (Key Corp)   October 2005 - November 2006
MBNA  April 2004 - October 2005

Skills
Investments, Finance, Banking, Management, Loans, Wealth Management, Portfolio Management, Asset Management, Accounting, Analysis, Account Reconciliation, Employee Benefits, Marketing, Accounts Payable, Customer Satisfaction, Credit, Credit Analysis, Asset Allocation, Strategic Financial..., Retirement Planning

Education
Cleveland State University
MBA, Master, Business Administration

The University of Akron   2001 — 2003
B.S.B.A. Bachelor of Science, Business Administration; Marketing Management

Brant Appel Brant Appel Cleveland/Akron, Ohio Area Details
Brant Appel's Fairport Asset Management Experience June 2015 - Present
Job Attorney and MBA Student in Finance
Industry Financial Services
Experience
Fairport Asset Management   June 2015 - Present
The University of Akron  August 2014 - Present
Law Offices of Laura Morask   May 2012 - August 2012
University Hospitals of Cleveland  May 2011 - August 2011
Ohio House of Representatives  March 2009 - June 2009

Education
The University of Akron   2014 — 2016
Master of Business Administration (M.B.A.), Finance, GPA 4.0/4.0

University of Illinois College of Law   2010 — 2013
J.D., cum laude, Graduate

The Ohio State University   2006 — 2010
Bachelor of Arts (B.A.), Political Science, Minored in Work in the Changing Economy

Paul Abbey Paul Abbey Cleveland/Akron, Ohio Area Details
Paul Abbey's Fairport Asset Management Experience August 1988 - Present
Job Chairman and Founding Partner at Fairport Asset Management
Industry Financial Services
Experience
Fairport Asset Management   August 1988 - Present
Prescott Ball & Turben   September 1977 - August 1988
National City Bank  September 1973 - September 1977

Education
The Collge of Wooster   1969 — 1973
Bachelor of Arts (BA)

Baldwin Wallace University
Master of Business Administration (MBA)

Bradford Area High School, Bradford, PA

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