Fairport Asset Management today announced that Janet Havener has joined the firm as Director of Wealth Advisory Services.
An industry veteran with more than 30 years of industry experience, Havener most recently served as Vice President in Glenmede’s Cleveland, Ohio office providing estate, tax, charitable giving, financial and retirement planning advice to ultra-high net worth individuals, families and family offices.
Prior to joining Glenmede in 1997, Havener was a personal and succession planning administrator at local law firms Thompson Hine and Squire, Sanders and Dempsey.
“Jan’s strong client relationship experience and proven acumen in developing new business make her an ideal fit at Fairport,” said Heather Ettinger, managing partner. “We are thrilled to have her join our team and continue to expand our reach in the community.”
According to Kenneth Coleman, managing partner, “We are particularly impressed with Jan’s talent in working with multi-generational family members and recognize the value that brings to the client and our firm.”
“Fairport’s depth of expertise is remarkable,” said Havener. “I look forward to contributing to the wealth advisory planning process as we collectively work to address the current and future needs of Fairport’s clients.”
About Fairport Asset Management
Fairport provides wealth management services to high net worth individuals, families and select institutions and has specialized services for succession and liquidity planning for business owners, executives, and financial issues and education unique to women. The firm’s professional staff includes CPAs, CFP certificants and CFA charter holders. More information available at www.FairportAsset.com.