SlideShare ist ein Scribd-Unternehmen logo
1 von 12
Fairport in Fifteen Audio recorded on July 14, 2011
J.T. Mullen Chief Investment Strategist   J. T. Mullen joined Fairport Asset Management in 2011, bringing more than 30 years of experience as a highly regarded investment and finance professional.  As Chief Investment Strategist, J.T. provides leadership and strategic oversight to Fairport’s Investment Committee.     J.T. is widely known in the investment community as a creative problem solver, superb listener and effective leader.  Among other accolades, he was named ‘Chief Financial Officer of the Year’ in 2007 for charitable organizations by Crain’s Cleveland Business.   Prior to joining Fairport, J.T. was Senior Vice President and Chief Financial Officer at The Cleveland Foundation, the second largest community foundation in the country.   During his 23 year tenure, he crafted an investment philosophy that led to substantial growth of the foundation's endowment – from $400 million to $1.8 billion.  As Chief Financial Officer, he was responsible for managing both the Foundation's investments and its internal financial function.   J.T. joined the Cleveland Foundation in 1987 as Controller and was named Chief Financial Officer five years later.  He retired from the Foundation in 2010.   Earlier in his career, J.T. was a manager with Arthur Young & Company and also with the Cuyahoga County Board of Commissioners.  He holds a B.S. in Business  Administration from Cleveland State University. Throughout his career, J.T. has been actively involved as an advisor, board member and volunteer for local and national nonprofit organizations.  He served on several highly visible national committees addressing community foundation issues, such as investment practices, accounting standards, and alliances with the marketing, technology and financial services industries.  He currently serves on the investment committees of United Way of Greater Cleveland, the Catholic Diocese of Cleveland Foundation and CSA Health Systems.  J.T. and his wife, Mary, are the proud parents of five children and four grandchildren.  An avid sports fan, J.T. follows many teams and players with a statistical acumen that is impressive.  He also enjoys playing golf and reading.
John M. Silvis, CFA  Director of Investments John Silvis, a CFA charterholder, serves as Fairport Asset Management’s Director of Investments.  As such, John oversees the research of the Investment Team, determines the asset allocation of Fairport’s model portfolios and directs investment decisions and implementation on a day-to-day basis.  John provides clients, prospects and internal staff with guidance about Fairport’s investment philosophy, process and performance.    John brings over 15 years of experience to the Investment Team and has been with the firm since 2000.  Prior to Fairport, he was a Portfolio Manager at National City Bank.  John began his career at Mellon Bank.     John obtained his B.A. in Economics at Penn State and his MBA at Baldwin Wallace College.  He is a member of the CFA Institute, as well as the CFA Society of Cleveland.   John lives in Strongsville with his wife Lori and has three children.     Richard D’Amico, CFA Manager of Investments Richard D’Amico, a CFA charterholder, serves as Fairport Asset Management’s Manager of Investments.  In this role, he oversees the implementation of the firm’s fixed income models and is responsible for the review and oversight of Fairport’s alternative investments and strategies.   Rick brings over 10 years of experience to the Investment Team and has been with the firm since the summer of 2009.  Rick most recently served as a market risk review analyst at KeyBank.  Prior to KeyBank, he worked as a licensed equity research analyst at Great Lakes Capital Partners, LTD, covering regional bank and thrift companies.     He is a graduate of Mount Union College where he obtained his B.A. in Business Administration with a Finance concentration.  He is also a member of the CFA Institute, as well as the CFA Society of Cleveland.     Rick lives in Rocky River with his wife Shannon and son.  In his free time, he enjoys playing baseball and spending time outdoors.
Senior Relationship Team Paul Abbey Ken Coleman Andrew Connors, CFP® Pete DeVito, CPA, CFP® Emily Drake, CFP® Heather Ettinger Chris Isabella, CPA/PFS Tom Seifert, CPA/PFS  Emily Shacklett, CPA/PFS
Disclosures 	This Fairport in Fifteen presentation is for informational purposes only and should not be relied upon as research or investment advice. It should not be considered as a solicitation or recommendation by Fairport to buy, sell or continue to hold securities or other investments. Past performance is not a guarantee of future results, and is not indicative of any specific investment. It should not be assumed that the investment process and strategy discussed herein has been or will prove to be profitable. Diversification and strategic asset allocation do not assure profit or protect against loss in declining markets. 	 Audio recorded on July 14, 2011.

Weitere ähnliche Inhalte

Was ist angesagt?

AICPA Presentation Banking Panel - May 2015 FINAL
AICPA Presentation Banking Panel - May 2015 FINALAICPA Presentation Banking Panel - May 2015 FINAL
AICPA Presentation Banking Panel - May 2015 FINAL
Brenda Morris
 
Interview with jeff ervine
Interview with jeff ervineInterview with jeff ervine
Interview with jeff ervine
Jeff Ervine
 
ROBERT_DATTOLO_Resume_2016
ROBERT_DATTOLO_Resume_2016ROBERT_DATTOLO_Resume_2016
ROBERT_DATTOLO_Resume_2016
Robert Dattolo
 
Thomas McHugh Bio
Thomas McHugh BioThomas McHugh Bio
Thomas McHugh Bio
tommchugh
 

Was ist angesagt? (19)

DRESCA - The New State of Lending - a GreenPearl Events Teleconference
DRESCA - The New State of Lending - a GreenPearl Events TeleconferenceDRESCA - The New State of Lending - a GreenPearl Events Teleconference
DRESCA - The New State of Lending - a GreenPearl Events Teleconference
 
Expert Webcast: Lower Middle Market Finance for Owner Operators
Expert Webcast: Lower Middle Market Finance for Owner OperatorsExpert Webcast: Lower Middle Market Finance for Owner Operators
Expert Webcast: Lower Middle Market Finance for Owner Operators
 
Covendium secure your legacy
Covendium   secure your legacyCovendium   secure your legacy
Covendium secure your legacy
 
Comstock List Of Services
Comstock List Of ServicesComstock List Of Services
Comstock List Of Services
 
Who benefits most
Who benefits mostWho benefits most
Who benefits most
 
Alternatives for a Distressed Company in Apparel and Retail
Alternatives for a Distressed Company in Apparel and RetailAlternatives for a Distressed Company in Apparel and Retail
Alternatives for a Distressed Company in Apparel and Retail
 
Alternatives for a Distressed Company in Apparel and Retail
Alternatives for a Distressed Company in Apparel and RetailAlternatives for a Distressed Company in Apparel and Retail
Alternatives for a Distressed Company in Apparel and Retail
 
AICPA Presentation Banking Panel - May 2015 FINAL
AICPA Presentation Banking Panel - May 2015 FINALAICPA Presentation Banking Panel - May 2015 FINAL
AICPA Presentation Banking Panel - May 2015 FINAL
 
Interview with jeff ervine
Interview with jeff ervineInterview with jeff ervine
Interview with jeff ervine
 
ROBERT_DATTOLO_Resume_2016
ROBERT_DATTOLO_Resume_2016ROBERT_DATTOLO_Resume_2016
ROBERT_DATTOLO_Resume_2016
 
Phil Scott Merrill Lynch: Exploring Priorities
Phil Scott Merrill Lynch: Exploring PrioritiesPhil Scott Merrill Lynch: Exploring Priorities
Phil Scott Merrill Lynch: Exploring Priorities
 
Personal Finance Education as a Workplace Benefit
Personal Finance Education as a Workplace BenefitPersonal Finance Education as a Workplace Benefit
Personal Finance Education as a Workplace Benefit
 
KVB PCR BIO
KVB PCR BIOKVB PCR BIO
KVB PCR BIO
 
Ownership Transfers of Closely Held Businesses
Ownership Transfers of Closely Held BusinessesOwnership Transfers of Closely Held Businesses
Ownership Transfers of Closely Held Businesses
 
Resume by larry larsen corporate affairs financial communications corporate c...
Resume by larry larsen corporate affairs financial communications corporate c...Resume by larry larsen corporate affairs financial communications corporate c...
Resume by larry larsen corporate affairs financial communications corporate c...
 
10.20.2016 Maximizing Value for Distressed Venture Companies
10.20.2016 Maximizing Value for Distressed Venture Companies10.20.2016 Maximizing Value for Distressed Venture Companies
10.20.2016 Maximizing Value for Distressed Venture Companies
 
Alternative Financing
Alternative FinancingAlternative Financing
Alternative Financing
 
Thomas McHugh Bio
Thomas McHugh BioThomas McHugh Bio
Thomas McHugh Bio
 
Dan's Bio v2
Dan's Bio v2Dan's Bio v2
Dan's Bio v2
 

Ähnlich wie Fairport in15 July 2011

Firm Overview.AHIA.ResponsibleAdvisors.com
Firm Overview.AHIA.ResponsibleAdvisors.comFirm Overview.AHIA.ResponsibleAdvisors.com
Firm Overview.AHIA.ResponsibleAdvisors.com
Noelle Matthews
 
CFO Essentials Workshop - Los Angeles
CFO Essentials Workshop - Los AngelesCFO Essentials Workshop - Los Angeles
CFO Essentials Workshop - Los Angeles
Ronit Koren
 
Polen global growth sma institutional presentation (march 2015)
Polen global growth sma   institutional presentation (march 2015)Polen global growth sma   institutional presentation (march 2015)
Polen global growth sma institutional presentation (march 2015)
Meyler Capital
 

Ähnlich wie Fairport in15 July 2011 (20)

Fairport in Fifteen - April 18, 2013
Fairport in Fifteen - April 18, 2013Fairport in Fifteen - April 18, 2013
Fairport in Fifteen - April 18, 2013
 
Fairport in Fifteen January 11, 2012
Fairport in Fifteen January 11, 2012Fairport in Fifteen January 11, 2012
Fairport in Fifteen January 11, 2012
 
Fairport in Fifteen 10 11 10
Fairport in Fifteen 10 11 10Fairport in Fifteen 10 11 10
Fairport in Fifteen 10 11 10
 
Fairport in Fifteen April 5, 2012
Fairport in Fifteen April 5, 2012Fairport in Fifteen April 5, 2012
Fairport in Fifteen April 5, 2012
 
Fairport in Fifteen - July 17, 2013
Fairport in Fifteen - July 17, 2013Fairport in Fifteen - July 17, 2013
Fairport in Fifteen - July 17, 2013
 
Fairport in Fifteen July 19, 2012
Fairport in Fifteen July 19, 2012Fairport in Fifteen July 19, 2012
Fairport in Fifteen July 19, 2012
 
Fairport in Fifteen - October17, 2013
Fairport in Fifteen - October17, 2013Fairport in Fifteen - October17, 2013
Fairport in Fifteen - October17, 2013
 
Fairport in Fifteen - January 14, 2014
Fairport in Fifteen - January 14,  2014Fairport in Fifteen - January 14,  2014
Fairport in Fifteen - January 14, 2014
 
Polen Focus Growth Slide Deck Sept 2015
Polen Focus Growth Slide Deck Sept 2015Polen Focus Growth Slide Deck Sept 2015
Polen Focus Growth Slide Deck Sept 2015
 
Start Growing Your Financial Literacy
Start Growing Your Financial LiteracyStart Growing Your Financial Literacy
Start Growing Your Financial Literacy
 
Firm Overview.AHIA.ResponsibleAdvisors.com
Firm Overview.AHIA.ResponsibleAdvisors.comFirm Overview.AHIA.ResponsibleAdvisors.com
Firm Overview.AHIA.ResponsibleAdvisors.com
 
djresume15dates
djresume15datesdjresume15dates
djresume15dates
 
EWMPresentation
EWMPresentationEWMPresentation
EWMPresentation
 
CFO Essentials Workshop - Los Angeles
CFO Essentials Workshop - Los AngelesCFO Essentials Workshop - Los Angeles
CFO Essentials Workshop - Los Angeles
 
Polen global growth sma institutional presentation (march 2015)
Polen global growth sma   institutional presentation (march 2015)Polen global growth sma   institutional presentation (march 2015)
Polen global growth sma institutional presentation (march 2015)
 
Valuation Mania: How Long Will Today's Seller Market Last?
Valuation Mania: How Long Will Today's Seller Market Last?Valuation Mania: How Long Will Today's Seller Market Last?
Valuation Mania: How Long Will Today's Seller Market Last?
 
Fig partners fi overview 2.24.14
Fig partners fi overview 2.24.14Fig partners fi overview 2.24.14
Fig partners fi overview 2.24.14
 
TBLI CONFERENCE @BOOTH/KELLOGG 2015: "Creation Investments Social Venture Fun...
TBLI CONFERENCE @BOOTH/KELLOGG 2015: "Creation Investments Social Venture Fun...TBLI CONFERENCE @BOOTH/KELLOGG 2015: "Creation Investments Social Venture Fun...
TBLI CONFERENCE @BOOTH/KELLOGG 2015: "Creation Investments Social Venture Fun...
 
SmarterMoney+ Review 5 - Winter 2016
SmarterMoney+ Review 5 - Winter 2016SmarterMoney+ Review 5 - Winter 2016
SmarterMoney+ Review 5 - Winter 2016
 
SmarterMoney Review 5 Winter 2016
SmarterMoney Review 5 Winter 2016SmarterMoney Review 5 Winter 2016
SmarterMoney Review 5 Winter 2016
 

Kürzlich hochgeladen

call girls in Sant Nagar (DELHI) 🔝 >༒9953056974 🔝 genuine Escort Service 🔝✔️✔️
call girls in Sant Nagar (DELHI) 🔝 >༒9953056974 🔝 genuine Escort Service 🔝✔️✔️call girls in Sant Nagar (DELHI) 🔝 >༒9953056974 🔝 genuine Escort Service 🔝✔️✔️
call girls in Sant Nagar (DELHI) 🔝 >༒9953056974 🔝 genuine Escort Service 🔝✔️✔️
9953056974 Low Rate Call Girls In Saket, Delhi NCR
 
VIP Call Girl in Mumbai Central 💧 9920725232 ( Call Me ) Get A New Crush Ever...
VIP Call Girl in Mumbai Central 💧 9920725232 ( Call Me ) Get A New Crush Ever...VIP Call Girl in Mumbai Central 💧 9920725232 ( Call Me ) Get A New Crush Ever...
VIP Call Girl in Mumbai Central 💧 9920725232 ( Call Me ) Get A New Crush Ever...
dipikadinghjn ( Why You Choose Us? ) Escorts
 
VIP Independent Call Girls in Mumbai 🌹 9920725232 ( Call Me ) Mumbai Escorts ...
VIP Independent Call Girls in Mumbai 🌹 9920725232 ( Call Me ) Mumbai Escorts ...VIP Independent Call Girls in Mumbai 🌹 9920725232 ( Call Me ) Mumbai Escorts ...
VIP Independent Call Girls in Mumbai 🌹 9920725232 ( Call Me ) Mumbai Escorts ...
dipikadinghjn ( Why You Choose Us? ) Escorts
 
VIP Call Girl Service Andheri West ⚡ 9920725232 What It Takes To Be The Best ...
VIP Call Girl Service Andheri West ⚡ 9920725232 What It Takes To Be The Best ...VIP Call Girl Service Andheri West ⚡ 9920725232 What It Takes To Be The Best ...
VIP Call Girl Service Andheri West ⚡ 9920725232 What It Takes To Be The Best ...
dipikadinghjn ( Why You Choose Us? ) Escorts
 

Kürzlich hochgeladen (20)

Top Rated Pune Call Girls Aundh ⟟ 6297143586 ⟟ Call Me For Genuine Sex Servi...
Top Rated  Pune Call Girls Aundh ⟟ 6297143586 ⟟ Call Me For Genuine Sex Servi...Top Rated  Pune Call Girls Aundh ⟟ 6297143586 ⟟ Call Me For Genuine Sex Servi...
Top Rated Pune Call Girls Aundh ⟟ 6297143586 ⟟ Call Me For Genuine Sex Servi...
 
TEST BANK For Corporate Finance, 13th Edition By Stephen Ross, Randolph Weste...
TEST BANK For Corporate Finance, 13th Edition By Stephen Ross, Randolph Weste...TEST BANK For Corporate Finance, 13th Edition By Stephen Ross, Randolph Weste...
TEST BANK For Corporate Finance, 13th Edition By Stephen Ross, Randolph Weste...
 
Call Girls in New Friends Colony Delhi 💯 Call Us 🔝9205541914 🔝( Delhi) Escort...
Call Girls in New Friends Colony Delhi 💯 Call Us 🔝9205541914 🔝( Delhi) Escort...Call Girls in New Friends Colony Delhi 💯 Call Us 🔝9205541914 🔝( Delhi) Escort...
Call Girls in New Friends Colony Delhi 💯 Call Us 🔝9205541914 🔝( Delhi) Escort...
 
call girls in Sant Nagar (DELHI) 🔝 >༒9953056974 🔝 genuine Escort Service 🔝✔️✔️
call girls in Sant Nagar (DELHI) 🔝 >༒9953056974 🔝 genuine Escort Service 🔝✔️✔️call girls in Sant Nagar (DELHI) 🔝 >༒9953056974 🔝 genuine Escort Service 🔝✔️✔️
call girls in Sant Nagar (DELHI) 🔝 >༒9953056974 🔝 genuine Escort Service 🔝✔️✔️
 
Mira Road Awesome 100% Independent Call Girls NUmber-9833754194-Dahisar Inter...
Mira Road Awesome 100% Independent Call Girls NUmber-9833754194-Dahisar Inter...Mira Road Awesome 100% Independent Call Girls NUmber-9833754194-Dahisar Inter...
Mira Road Awesome 100% Independent Call Girls NUmber-9833754194-Dahisar Inter...
 
falcon-invoice-discounting-unlocking-prime-investment-opportunities
falcon-invoice-discounting-unlocking-prime-investment-opportunitiesfalcon-invoice-discounting-unlocking-prime-investment-opportunities
falcon-invoice-discounting-unlocking-prime-investment-opportunities
 
VIP Call Girl in Mumbai Central 💧 9920725232 ( Call Me ) Get A New Crush Ever...
VIP Call Girl in Mumbai Central 💧 9920725232 ( Call Me ) Get A New Crush Ever...VIP Call Girl in Mumbai Central 💧 9920725232 ( Call Me ) Get A New Crush Ever...
VIP Call Girl in Mumbai Central 💧 9920725232 ( Call Me ) Get A New Crush Ever...
 
VIP Independent Call Girls in Mumbai 🌹 9920725232 ( Call Me ) Mumbai Escorts ...
VIP Independent Call Girls in Mumbai 🌹 9920725232 ( Call Me ) Mumbai Escorts ...VIP Independent Call Girls in Mumbai 🌹 9920725232 ( Call Me ) Mumbai Escorts ...
VIP Independent Call Girls in Mumbai 🌹 9920725232 ( Call Me ) Mumbai Escorts ...
 
Diva-Thane European Call Girls Number-9833754194-Diva Busty Professional Call...
Diva-Thane European Call Girls Number-9833754194-Diva Busty Professional Call...Diva-Thane European Call Girls Number-9833754194-Diva Busty Professional Call...
Diva-Thane European Call Girls Number-9833754194-Diva Busty Professional Call...
 
Solution Manual for Financial Accounting, 11th Edition by Robert Libby, Patri...
Solution Manual for Financial Accounting, 11th Edition by Robert Libby, Patri...Solution Manual for Financial Accounting, 11th Edition by Robert Libby, Patri...
Solution Manual for Financial Accounting, 11th Edition by Robert Libby, Patri...
 
Booking open Available Pune Call Girls Talegaon Dabhade 6297143586 Call Hot ...
Booking open Available Pune Call Girls Talegaon Dabhade  6297143586 Call Hot ...Booking open Available Pune Call Girls Talegaon Dabhade  6297143586 Call Hot ...
Booking open Available Pune Call Girls Talegaon Dabhade 6297143586 Call Hot ...
 
Navi Mumbai Cooperetive Housewife Call Girls-9833754194-Natural Panvel Enjoye...
Navi Mumbai Cooperetive Housewife Call Girls-9833754194-Natural Panvel Enjoye...Navi Mumbai Cooperetive Housewife Call Girls-9833754194-Natural Panvel Enjoye...
Navi Mumbai Cooperetive Housewife Call Girls-9833754194-Natural Panvel Enjoye...
 
WhatsApp 📞 Call : 9892124323 ✅Call Girls In Chembur ( Mumbai ) secure service
WhatsApp 📞 Call : 9892124323  ✅Call Girls In Chembur ( Mumbai ) secure serviceWhatsApp 📞 Call : 9892124323  ✅Call Girls In Chembur ( Mumbai ) secure service
WhatsApp 📞 Call : 9892124323 ✅Call Girls In Chembur ( Mumbai ) secure service
 
8377087607, Door Step Call Girls In Kalkaji (Locanto) 24/7 Available
8377087607, Door Step Call Girls In Kalkaji (Locanto) 24/7 Available8377087607, Door Step Call Girls In Kalkaji (Locanto) 24/7 Available
8377087607, Door Step Call Girls In Kalkaji (Locanto) 24/7 Available
 
VIP Call Girl Service Andheri West ⚡ 9920725232 What It Takes To Be The Best ...
VIP Call Girl Service Andheri West ⚡ 9920725232 What It Takes To Be The Best ...VIP Call Girl Service Andheri West ⚡ 9920725232 What It Takes To Be The Best ...
VIP Call Girl Service Andheri West ⚡ 9920725232 What It Takes To Be The Best ...
 
Top Rated Pune Call Girls Sinhagad Road ⟟ 6297143586 ⟟ Call Me For Genuine S...
Top Rated  Pune Call Girls Sinhagad Road ⟟ 6297143586 ⟟ Call Me For Genuine S...Top Rated  Pune Call Girls Sinhagad Road ⟟ 6297143586 ⟟ Call Me For Genuine S...
Top Rated Pune Call Girls Sinhagad Road ⟟ 6297143586 ⟟ Call Me For Genuine S...
 
Booking open Available Pune Call Girls Wadgaon Sheri 6297143586 Call Hot Ind...
Booking open Available Pune Call Girls Wadgaon Sheri  6297143586 Call Hot Ind...Booking open Available Pune Call Girls Wadgaon Sheri  6297143586 Call Hot Ind...
Booking open Available Pune Call Girls Wadgaon Sheri 6297143586 Call Hot Ind...
 
(INDIRA) Call Girl Srinagar Call Now 8617697112 Srinagar Escorts 24x7
(INDIRA) Call Girl Srinagar Call Now 8617697112 Srinagar Escorts 24x7(INDIRA) Call Girl Srinagar Call Now 8617697112 Srinagar Escorts 24x7
(INDIRA) Call Girl Srinagar Call Now 8617697112 Srinagar Escorts 24x7
 
Solution Manual for Principles of Corporate Finance 14th Edition by Richard B...
Solution Manual for Principles of Corporate Finance 14th Edition by Richard B...Solution Manual for Principles of Corporate Finance 14th Edition by Richard B...
Solution Manual for Principles of Corporate Finance 14th Edition by Richard B...
 
Webinar on E-Invoicing for Fintech Belgium
Webinar on E-Invoicing for Fintech BelgiumWebinar on E-Invoicing for Fintech Belgium
Webinar on E-Invoicing for Fintech Belgium
 

Fairport in15 July 2011

  • 1. Fairport in Fifteen Audio recorded on July 14, 2011
  • 2. J.T. Mullen Chief Investment Strategist   J. T. Mullen joined Fairport Asset Management in 2011, bringing more than 30 years of experience as a highly regarded investment and finance professional. As Chief Investment Strategist, J.T. provides leadership and strategic oversight to Fairport’s Investment Committee.   J.T. is widely known in the investment community as a creative problem solver, superb listener and effective leader. Among other accolades, he was named ‘Chief Financial Officer of the Year’ in 2007 for charitable organizations by Crain’s Cleveland Business.   Prior to joining Fairport, J.T. was Senior Vice President and Chief Financial Officer at The Cleveland Foundation, the second largest community foundation in the country. During his 23 year tenure, he crafted an investment philosophy that led to substantial growth of the foundation's endowment – from $400 million to $1.8 billion. As Chief Financial Officer, he was responsible for managing both the Foundation's investments and its internal financial function. J.T. joined the Cleveland Foundation in 1987 as Controller and was named Chief Financial Officer five years later. He retired from the Foundation in 2010.   Earlier in his career, J.T. was a manager with Arthur Young & Company and also with the Cuyahoga County Board of Commissioners. He holds a B.S. in Business Administration from Cleveland State University. Throughout his career, J.T. has been actively involved as an advisor, board member and volunteer for local and national nonprofit organizations. He served on several highly visible national committees addressing community foundation issues, such as investment practices, accounting standards, and alliances with the marketing, technology and financial services industries. He currently serves on the investment committees of United Way of Greater Cleveland, the Catholic Diocese of Cleveland Foundation and CSA Health Systems. J.T. and his wife, Mary, are the proud parents of five children and four grandchildren. An avid sports fan, J.T. follows many teams and players with a statistical acumen that is impressive. He also enjoys playing golf and reading.
  • 3. John M. Silvis, CFA Director of Investments John Silvis, a CFA charterholder, serves as Fairport Asset Management’s Director of Investments. As such, John oversees the research of the Investment Team, determines the asset allocation of Fairport’s model portfolios and directs investment decisions and implementation on a day-to-day basis. John provides clients, prospects and internal staff with guidance about Fairport’s investment philosophy, process and performance.   John brings over 15 years of experience to the Investment Team and has been with the firm since 2000. Prior to Fairport, he was a Portfolio Manager at National City Bank. John began his career at Mellon Bank.   John obtained his B.A. in Economics at Penn State and his MBA at Baldwin Wallace College. He is a member of the CFA Institute, as well as the CFA Society of Cleveland.   John lives in Strongsville with his wife Lori and has three children.   Richard D’Amico, CFA Manager of Investments Richard D’Amico, a CFA charterholder, serves as Fairport Asset Management’s Manager of Investments. In this role, he oversees the implementation of the firm’s fixed income models and is responsible for the review and oversight of Fairport’s alternative investments and strategies.   Rick brings over 10 years of experience to the Investment Team and has been with the firm since the summer of 2009. Rick most recently served as a market risk review analyst at KeyBank.  Prior to KeyBank, he worked as a licensed equity research analyst at Great Lakes Capital Partners, LTD, covering regional bank and thrift companies.    He is a graduate of Mount Union College where he obtained his B.A. in Business Administration with a Finance concentration.  He is also a member of the CFA Institute, as well as the CFA Society of Cleveland.    Rick lives in Rocky River with his wife Shannon and son.  In his free time, he enjoys playing baseball and spending time outdoors.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
  • 9.
  • 10.
  • 11. Senior Relationship Team Paul Abbey Ken Coleman Andrew Connors, CFP® Pete DeVito, CPA, CFP® Emily Drake, CFP® Heather Ettinger Chris Isabella, CPA/PFS Tom Seifert, CPA/PFS Emily Shacklett, CPA/PFS
  • 12. Disclosures This Fairport in Fifteen presentation is for informational purposes only and should not be relied upon as research or investment advice. It should not be considered as a solicitation or recommendation by Fairport to buy, sell or continue to hold securities or other investments. Past performance is not a guarantee of future results, and is not indicative of any specific investment. It should not be assumed that the investment process and strategy discussed herein has been or will prove to be profitable. Diversification and strategic asset allocation do not assure profit or protect against loss in declining markets. Audio recorded on July 14, 2011.