Fairport

Hightower Facilitates Its Fourth Sub-Acquisition for Fairport Wealth, Adding New Jersey-Based Advisor

Retrieved on: 
Wednesday, October 5, 2022

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.

Key Points: 
  • 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.

Fairport Wealth Announces Community Beacon Recipient

Retrieved on: 
Tuesday, February 15, 2022

CLEVELAND, Feb. 15, 2022 /PRNewswire/ -- Fairport Wealth is pleased to announce Beech Brook, a local behavioral health agency that empowers children and their families, as its 2022 Community Beacon.

Key Points: 
  • CLEVELAND, Feb. 15, 2022 /PRNewswire/ -- Fairport Wealth is pleased to announce Beech Brook, a local behavioral health agency that empowers children and their families, as its 2022 Community Beacon.
  • Throughout the year, Beech Brook will empower Fairport and Luma Wealth families by providing educational resources about mental health.
  • Fairport Wealth provides comprehensive wealth management solutions for high-net-worth individuals and guides them through life's transitions.
  • Luma Wealth Advisors is a division of Fairport Wealth that provides women and their families personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn, connect, and celebrate with other women.

Fairport Wealth Announces Community Beacon Recipient

Retrieved on: 
Thursday, February 25, 2021

CLEVELAND, Feb. 25, 2021 /PRNewswire/ -- Fairport Wealth is pleased to announce that the Greater Cleveland Food Bank, the largest hunger relief organization in Northeast Ohio, is its 2021 Community Beacon recipient.

Key Points: 
  • CLEVELAND, Feb. 25, 2021 /PRNewswire/ -- Fairport Wealth is pleased to announce that the Greater Cleveland Food Bank, the largest hunger relief organization in Northeast Ohio, is its 2021 Community Beacon recipient.
  • Fairport Wealth Managing Partner Heather R. Ettinger says, "We are proud to be a part of this effort because, at Fairport Wealth, we emphasize community.
  • Fairport Wealth inspires families by providing comprehensive wealth management solutions to high net worth individuals and guides them through life's transitions.
  • Luma Wealth Advisors is a division of Fairport Wealth that provides women and their families with personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn, connect, and celebrate with other women.

Fairport Wealth Announces Community Beacon Recipient

Retrieved on: 
Wednesday, February 19, 2020

CLEVELAND, Feb. 19, 2020 /PRNewswire/ --Fairport Wealth is pleased to announce its support of Shoes and Clothes for Kids (SC4K) as its 2020 Community Beacon recipient.

Key Points: 
  • CLEVELAND, Feb. 19, 2020 /PRNewswire/ --Fairport Wealth is pleased to announce its support of Shoes and Clothes for Kids (SC4K) as its 2020 Community Beacon recipient.
  • Terry Uhl, Executive Director of SC4K says, "We are thrilled to have a chance to be the next Fairport Community Beacon.
  • "Fairport Wealth stands firmly committed to SC4K and we look forward to being a visible presence as the organization moves into its next 50 years," says Kristen Lucas, Fairport Wealth Chief Marketing Officer.
  • Past Fairport Community Beacon Recipients:
    Fairport Wealth inspires families by providing comprehensive wealth management solutions to high net worth individuals.

New Media Sets Date for Special Meeting of Shareholders to Vote on Merger Agreement with Gannett

Retrieved on: 
Monday, September 30, 2019

The special meeting will be held at 8:00 a.m., local time, on November 14, 2019 at the Woodcliff Hotel & Spa, 199 Woodcliff Drive, Fairport, NY 14450.

Key Points: 
  • The special meeting will be held at 8:00 a.m., local time, on November 14, 2019 at the Woodcliff Hotel & Spa, 199 Woodcliff Drive, Fairport, NY 14450.
  • The board of directors of New Media set September 26, 2019 as the record date for its special meeting.
  • The completion of the Merger remains subject to other customary closing conditions, including receipt of approval from New Media stockholders and Gannett stockholders and regulatory clearance from the European Commission.
  • This communication may be deemed to be solicitation material in respect of the proposed transaction between New Media and Gannett.

Paul B. Stetz Joins Fairport Wealth

Retrieved on: 
Thursday, August 29, 2019

CLEVELAND, Aug. 29, 2019 /PRNewswire/ --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.

Key Points: 
  • CLEVELAND, Aug. 29, 2019 /PRNewswire/ --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.
  • I have always viewed Fairport as a leader in the wealth management industry, delivering a planning-led, holistic wealth management solution to clients and delivering customized solutions to their niche markets well ahead of their industry peers," said Stetz.
  • Fairport Wealth inspires families by providing comprehensive wealth management solutions to high net worth individuals.
  • Luma Wealth Advisors is a division of Fairport that provides women with personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn, connect, and celebrate with other women.