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Fairport in 15 January 2011

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  • 1. Fairport in Fifteen
    January 2011
  • 2. Emily A. Drake, CFP®
    Partner & Senior Advisor
     
    Emily Drake is a financial services executive with more than 25 years of experience in the personal financial management arena. As a Partner and Senior Adviser with Fairport Asset Management, Emily offers comprehensive financial planning and investment services that are tailored for the uniquely individual needs of each client. Emily is known not only for her deep financial expertise, but also for her attention to the emotional aspects of financial decision making, especially in times of challenging transitions.
     
    Prior to joining Fairport in 2000, Emily held leadership positions at McDonald & Company Investments, Society National Bank, Rinfret Inc. and Drexel, Burnham, Lambert, Inc.
    Emily holds a B.S. from Grand Valley State and is a graduate of National Trust Graduate School of Northwestern University. She earned her Certified Financial Planner (CFP) designation from the College of Financial Planning.
    Emily is immediate past Chairperson of The Benjamin Rose Institute and serves as a member of the Hiram College Board of Visitors, In Council With Women and the Planned Giving Council at the Cleveland Museum of Art. Emily is also a member of the Cleveland Estate Planning Council. Additionally, Emily sits on the United Way of Greater Cleveland’s Investment Committee and The Union Club’s Women’s Committee.
     
    A resident of Cleveland Heights, Emily enjoys spending time outdoors and staying active through hiking, biking, skiing and diving.
  • 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.
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  • 16. 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
  • 17. Save the Date – Wednesday, April 6thLiz Ann Sonders, Chief Investment StrategistCharles Schwab & Co., Inc.
  • 18. 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.

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