Hightower Facilitates Its Fourth Sub-Acquisition for Fairport Wealth, Adding New Jersey-Based Advisor
CHICAGO, Oct. 5, 2022 /PRNewswire/ -- Hightower today announced that it has facilitated a merger for Fairport Wealth, a Hightower advisory business in Cleveland, Ohio. Optimal Portfolio, LLC, led by Yu Oen in Princeton, N.J., with $102 million in assets under management (AUM), will join Fairport's growing business of wealth management professionals, bringing Fairport's AUM to $3.4 billion.
- With an attractive client base, Optimal Portfolio aligns with Fairport and Hightower, both culturally and operationally.
- In August, Fairport added a team led by Buffalo, N.Y.-based advisor Brian Geary.
- "With an attractive client base, Optimal Portfolio aligns with Fairport and Hightower, both culturally and operationally.
- Hightower Advisors, LLC is a SEC registered investment advisor.