Our Team

Kenneth J. ColemanKenneth J. Coleman | Managing Partner

Kenneth{dot}Coleman{at}FairportAsset{dot}com  |  216.431.3833  |  Download vCard

Ken Coleman provides more than 25 years of experience in the financial services industry including insurance, banking and wealth management. He offers extensive experience in M&A transactions and capital structures. As a Managing Partner of Fairport Asset Management, Ken leads in the areas of Human Resources, Compliance, Finance, Operations, Information Technology and Client Teams. Ken has been with Fairport since its founding, having joined Roulston & Co. in 1999. He has served in the positions of Chief Marketing Officer, Chief Compliance Officer, Chief Operating Officer and President. Previously, he was a President of National City Bank’s Insurance Services Group and Senior Vice President with Capitol American. Ken is an alumnus of Ashland University, where he earned a B.A. in Management and Economics. Ken is also a graduate of Leadership Cleveland, Class of 2015. Active in the local community, Ken serves as a member, and past Chairman, of the Board of Directors for Midtown Cleveland, Inc. and as a board member of a private family foundation. He is also a member of a Registered Investment Advisor Forum comprising representatives from six leading national advisory firms. Ken resides in Chagrin Falls with his wife Jan and has two children and two grandchildren. In his spare time, Ken enjoys hiking, kayaking, watching sports, and spending time with his grandchildren.

Heather R. EttingerHeather R. Ettinger | Managing Partner

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Heather Ettinger has more than 25 years of experience in the financial services industry, including leadership roles in client acquisition and services, operations and strategic planning. In 2008, Wealth Management magazine named Heather one of the Top 50 Distinguished Women in Wealth Management. As a Managing Partner of Fairport Asset Management, Heather specializes in helping clients and their families create strategic financial plans to guide them through life transitions, such as losing a spouse, divorce, selling a business, retiring or changing jobs.   Heather is widely recognized for her unique expertise, experience and dedication to helping women build their financial acumen and wealth, both through her professional practice and community involvement. She co-authored a study of over 550 women in 44 states entitled “Women of Wealth: Why Does the Financial Services Industry Still Not Hear Them?” Heather has been featured in many publications including the Wall Street Journal, Investment News, Barrons, and Bloomberg. Her most recent national speaking engagements cover “She-Change: Women as Agents of Change in the Family, Business and Society and Its Impact on the Financial Services Industry.”   Having joined Roulston & Co. in 1987, Heather has been with Fairport since its inception. She previously served as an Equity Trader for Jefferies and a Research Analyst for Bordier & Cie and Baring Brothers. Heather remains an active supporter of both her alma maters including: Dartmouth College, where she earned a B.A., and the Laurel School, where she served on the Board of Directors for 12 years.  She is active with In Counsel with Women and the nationally recognized wealth management study group, Family Wealth Advisors Council. Heather also sits on the Board of The Private Trust Company, Asurint-One Source Technology and University Hospital Health Systems. Heather lives in Shaker Heights with her husband and has three children. In her free time, she enjoys playing ice hockey, snow skiing and cycling. 

 BDAweb2016_3Brant D. Appel | Manager of Finance and Operations

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Brant Appel joined Fairport Asset Management in 2016 as the Manager of Operations out of the University of Akron’s College of Business Administration, where he is currently working on his MBA with a concentration in Finance. Prior to attending the University of Akron, Brant received his Juris Doctorate from the University of Illinois, College of Law cum laude and a bachelor’s degree from The Ohio State University. A licensed attorney in both Illinois and Ohio, Brant brings a unique perspective to his role at Fairport Asset Management. As the Manager of Operations, Brant is responsible for a myriad of back-office functions including billing, internal accounting and analytics. Brant is a newly inducted member of Beta Gamma Sigma, an international honors society comprised of business school graduates in the top 20% of their class. Brant recently moved to downtown Cleveland. He eagerly anticipates spending many summer evenings at Progressive Field and fall afternoons at Cleveland Brown’s Stadium.

DJBweb2015David J.  Bosak, CFP® | Analyst

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With over 10 years of industry experience, David Bosak brings strong risk management and trust administration skills to Fairport Asset Management. In his role as Client Service Manager, David is responsible for maintaining a high level of service and client satisfaction in multiple client service teams. Day-to-day, he coordinates with clients and custodians on matters related to establishing and maintaining accounts.  Prior to joining Fairport in 2014, David worked at KeyBank as aTrust Officer, Investment Operations Specialist and Internal Auditor. Our clients benefit from his extensive expertise in fiduciary, investment, tax and other related wealth issues.  David earned his B.S.B.A. in Marketing from the University of Akron and an MBA from Cleveland State University.  He resides in Parma.  In his spare time, David enjoys spending time outdoors and supporting Cleveland sports.

TLCweb2016_3Tricia L. Cindric | Client Service Manager

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With over 20 years of client service experience, Tricia Cindric brings a wealth of knowledge and competence to her role as a Client Service Manager at Fairport Asset Management. Tricia is responsible for handling day-to-day client requests and inquiries. Tricia joined Fairport in 2016 from Gates Group Capital Partners, where she worked for over ten years serving as the main point of contact between the firm’s top executives and outside parties. She was also the lead contact in charge of investor relations, in addition to handling operations and cash management for the firm. Before Gates Group, Tricia spent nearly a decade at Richard L. Bowen and Associates, where her primary responsibility was to provide support to project managers in serving their clients. Tricia is a Notary Public in the state of Ohio. She lives in Mentor with her husband and three daughters. She enjoys traveling and hiking with her family, reading, good food and live music.

Andrew Connors

Andrew R. Connors, CFP®, CEPA | Partner

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Andrew Connors is a Certified Financial Planner® with 20 years of experience in the personal financial management arena. As a Partner of the firm and head of the Family Business Owner practice group at Fairport Asset Management he has extensive experience in advising family business owners how they can align their personal, family and business goals. His mission and purpose is to positively impact the long-term wellbeing of closely-held and family business owners by helping them create and maintain multigenerational wealth. He is known for his ability to translate complex financial strategies and concepts into understandable, actionable ideas. Prior to receiving his MBA from theWeatherhead School of Management at Case Western Reserve University, Andrew attended John Carroll University where he earned a B.S.B.A. He earned his Certified Financial Planner (CFP) designation from the College of Financial Planning. Andrew is the Board President and a Trustee for Esperanza, Inc. He serves on the Executive and Advisory board of the John Carroll Entrepreneur’s Association, the Northeast Ohio Advisory Committee of the Exit Planning Institute and is a member of the Cleveland chapter of the Financial Planning Association. Andrew and his wife Anne-Marie have twin boys. He balances his love for good food and wine with spending time outdoors and staying active through hiking, biking and fishing.

chcCalla Hoyt Cornett, CFP® | Advisor

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Callie Cornett is a CERTIFIED FINANCIAL PLANNER™ professional with over a decade of experience in the wealth management industry.  As an Advisor at Fairport Asset Management, Callie is responsible for providing comprehensive financial planning for high net worth clients.  Callie joined Fairport in August of 2016 from Spero-Smith Investment Advisors.  Prior to that, she spent seven years at Hawthorn, a division of PNC Wealth Management, as a Wealth Strategist/Assistant Vice President providing integrated wealth management services to corporate executives, multigenerational families and entrepreneurs.  She began her career at National City (PNC) as a Financial Analyst in the Corporate Executive Services department.  Callie holds a B.B.A. in Marketing from Ohio University.  She is a member of the Financial Planning Association of Northeast Ohio where she serves as Director of Programming & Education, the Estate Planning Council of Cleveland, the Union Club and Fun(d) First, a local giving circle founded by professional women.  She lives in Westlake with her husband and her daughter.  In her free time, Callie enjoys spinning, boating and spending time with her extensive family.

Pamela S. DagostinoPamela S. Dagostino | Client Service Manager

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Pamela Dagostino brings over 10 years of experience to her role as Client Service Manager, since joining Fairport Asset Management in 2004. Pamela is responsible for handling day-to-day operations for clients, providing continuity among differing practice groups. She is notably adept at building close, personal relationships with her clients.  Before joining Fairport, Pamela was the Culinary Coordinator at Sur La Table and the Executive Assistant to the Mayor of the City of South Euclid. She attended Kent State University and the Loretta Paganini School of Cooking. Pam lives in South Euclid and enjoys baking for friends and family alike, is an avid gardener and loves to spend time with family.

Richard D'AmicoRichard D’Amico, CFA | Manager of Investments

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Richard D’Amico, a CFA charterholder, serves as Fairport Asset Management’s Manager of Investments. He brings more than 16 years of experience to the Investment Team, where he oversees the implementation of the firm’s fixed income models and is responsible for the review and oversight of alternative investments and strategies. Before joining Fairport in 2009, Rick served as a market risk review analyst for KeyBank and 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 a B.A. in Business Administration with a Finance concentration. He is also a member of the CFA Institute and the CFA Society Cleveland. Rick lives in Rocky River with his wife Shannon and son. In his free time, he enjoys playing baseball and spending time outdoors.

TMDweb2015Tia D’Aveta RP® | Client Service Manager

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As Client Service Representative, Tia D’Aveta shares receptionist responsibilities while providing administrative support to Fairport Asset Management’s client service teams.  Her responsibilities include client on-boarding, in-house meetings, daily deposits and requests and marketing support.  Tia joined Fairport in 2014 after graduating from Notre Dame College where she earned a B.A. in Business Administration. Her college education was 100% self-financed with multiple customer-service related jobs.  Tia resides in Eastlake and enjoys spending time with family and friends, running and being outdoors.

Peter P. DeVitoPeter P. DeVito, CPA, CFP® | Partner

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Peter DeVito is a Certified Public Accountant and Certified Financial Planner® with 25 years of wealth management experience. As a Partner with Fairport Asset Management, Peter provides comprehensive financial planning and investment services to clients and their families. His expertise includes income tax, estate, retirement and cash flow planning, asset allocation analysis and executive stock option strategies, as well as charitable and family wealth transfer planning. Before joining Fairport in 2005, Peter was a Client Tax Executive at McCormack Advisors International, a former division of IMG. He began his professional career at Ernst & Young in Cleveland. Peter graduated from The Ohio State University with a B.S.B.A in Accounting. He earned his Certified Financial Planner (CFP) designation from the College of Financial Planning. He is a member of the American Institute of CPAs, the Ohio Society of CPAs and the Financial Planning Association of Northeast Ohio. Peter serves on the Board of Trustees and Finance Committee for Merrick House. He resides in Olmsted Falls with his wife Beth and three sons. In addition to playing golf and enjoying outdoor activities with his boys, he and his family foster rescue dogs.

Emily A. DrakeEmily A. Drake, CFP®, AEP® | Partner

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Emily Drake is a financial services executive with more than 30 years of experience in personal financial management. As a Partner 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 in-depth financial expertise, but also for her empathy for 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 Trust Company and Ameritrust National Bank in Cleveland. Her career began in New York City with two Wall Street firms — Donaldson, Lufkin, Jenrette and Drexel Burnham Lambert. Emily holds a B.S. from Grand Valley State University and is a graduate of the National Trust Graduate School of Northwestern University. She earned her Certified Financial Planner (CFP) designation from the College of Financial Planning. Emily is a past Chairperson of The Benjamin Rose Institute and serves as a board member of the Saint Luke’s Foundation. She also serves on the board for In Counsel With Women and is a member of the Planned Giving Council to the Cleveland Museum of Art.  Emily is also a member of the Cleveland Estate Planning Council and serves on the United Way of Greater Cleveland’s Investment Committee. A resident of Cleveland Heights, Emily enjoys spending time outdoors and staying active through hiking, biking, skiing and diving.

Janet W. Havener | Director of Wealth Advisory Services

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Janet Havener serves as Director of Wealth Advisory Services at Fairport Asset Management, offering clients over 30 years of experience in wealth advising. She provides estate, tax, charitable giving, financial and retirement planning advice to high net worth individuals, families and family offices. She is known for her expertise in working with multiple generations of clients. Prior to joining Fairport in July of 2013, Jan served as a Relationship Manager of Wealth Advisory Services in Glenmede’s Cleveland office. Before joining Glenmede in 1997, she was a personal and succession planning administrator at law firms Thompson Hine and Squire, Sanders and Dempsey. Jan earned a B.S. in Business at Myers University and her MBA at Lake Erie College. She is a member of the Institute of Certified Financial Planners and the Estate Planning Council of Cleveland. Active in many community organizations, Jan serves on the Board of Trustees for the Cleveland Intown Club, the Cleveland International Piano Competition and Lake Erie College. Jan lives in Chagrin Falls with her husband Paul and enjoys gardening, exercising and golfing.

Christopher R. Isabella, CPA/PFS, CGMA | Partner

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Chris Isabella serves as a Partner at Fairport Asset Management, offering clients more than 25 years of industry experience. Chris provides comprehensive financial planning and investment services to clients, while generating new business and leading a team of professionals. As a Certified Public Accountant, Chris provides clients with expert counsel regarding complex tax-related, planning and asset allocation matters. Before joining Fairport in 2006, Chris was a Vice President and Financial Account Executive at McCormack Advisors International, a former division of IMG after beginning his professional career at Price Waterhouse in Cleveland. Chris graduated from Cleveland State University with a B.B.A in Accounting. He is a member of the American Institute of CPAs as well as the Ohio Society of CPAs. Chris resides in Rocky River with his wife Carlinne and two children.

mjkMichael J. Kalinoski | Portfolio Administrator

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Mike Kalinoski joined Fairport in 2016 as Portfolio Administrator.  As Portfolio Administrator, he is responsible for implementing security transactions and maintaining Fairport’s investment models.  He comes to Fairport from PNC Bank, where he served for over two years as a Senior Operations Analyst.  At PNC, his main responsibilities were trading, training and reconciliation of client statements.  Mike earned his B.B.A. in Finance from the University of Toledo in 2012, where he was a member of the student-managed portfolio team.  A CFA candidate and member of the CFA Society Cleveland, he is excited to become more involved in the Cleveland finance community.  Mike currently lives in Olmsted Township, and enjoys following Cleveland sports in his free time.

Kristen T. Lucas

Kristen T. Lucas| Director of Marketing

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Kristen brings nearly 15 years of experience to Fairport Asset Management in her role as Director of Marketing.  She is responsible for the development and implementation of the firm’s marketing, communication and event platform as well as service administration for multiple client teams. She joined Fairport in 2003, serving in a variety of roles of increasing responsibility. A graduate of Allegheny College, Kristen holds a B.A. in English. Kristen is a seven-time team captain and top fundraiser for the American Diabetes Association’s annual Step Out: Walk to Fight Diabetes. She is a supporter and founding friend’s committee member of United Cerebral Palsy of Greater Cleveland. Kristen and her husband Jeff live in Cleveland Heights with their daughter. She enjoys reading, cooking, live music and traveling.

Rachel A. MargulisRachel A. Margulis, CPA/PFS | Advisor

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A Certified Public Accountant, Rachel supports multiple client teams as an Advisor at Fairport Asset Management. Rachel is responsible for the preparation of client core deliverables including asset allocation, cash flow, balance sheet, income tax planning and compliance, estate planning and forward-looking financial planning. Before joining Fairport in 2008, Rachel worked at MAI Wealth Advisors, a former division of IMG. Rachel earned a B.B.A. with a concentration in accounting from Cleveland State University and she was certified as a Personal Financial Specialist in 2015. She is a member of the American Institute of CPAs and the Ohio Society of CPAs. Rachel resides in Cleveland and enjoys yoga, Pilates, camping, hiking and kayaking.

Sarah J. Morgan | Operations Coordinator

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Sarah Morgan joined Fairport in 2017 bringing 5 years of client service and administrative assistance. As Operations Coordinator, her responsibilities include receptionist obligations and departmental support for Finance, Operations and Compliance including reconciliation and monthly custodial statements. Prior to Fairport, she worked in the advertising and real estate industry handling controller responsibilities involving accounting department flow, accounts payable, computer tech support and office management. Sarah lives in Westlake with her husband Joseph. She has a passion for helping people and carries that into teaching a class for inner city girls on the weekends and participating in various church ministries. Sarah enjoys the excitement of downtown Cleveland, the peaceful shores of Lake Erie and spending time with her family and dogs.

J. T. MullenJ.T. Mullen | Chief Investment Strategist

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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. Amongst 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. J.T. joined the Cleveland Foundation in 1987 as Controller and was named Chief Financial Officer five years later.  As Chief Financial Officer, he was responsible for managing both the Foundation’s investments and its internal financial function. During his 23-year tenure, he crafted an investment philosophy that led to substantial growth (from $400 million to $1.8 billion) of the foundation’s endowment. 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 the United Way of Greater Cleveland, the Catholic Diocese of Cleveland Foundation and the Kelvin and Eleanor Smith Foundation. 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 an impressive statistical acumen. He also enjoys playing golf and reading.

Valerie A. Murray | Client Service Representative

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Valerie Murray brings considerable customer service, administrative and training experience to Fairport Asset Management. As Client Service Representative, she is responsible for providing organizational support to client teams and ensuring an excellent in-office experience for clients and guests. Prior to joining Fairport in 2017, Valerie worked at Sedgwick CMS in various Client Service roles and as a National Insurance Compliance Trainer. Valerie has had experience in trade execution as well as providing personalized support to both clients and partners from her time at R.H. Jenswold Financial. Valerie has achieved both a B.S. in Gerontology/Nutrition from California State University Sacramento and a B.S in Hospitality Management from The Ohio State University. She furthered her education at Rice University in Financial Planning. Valerie resides in Hudson with her fiancé Tom. She is an avid golfer, Cleveland sports enthusiast and amateur foodie.

Aaron S. NutiAaron S. Nuti, CFA, CFP®, CAIA | Advisor

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Aaron Nuti serves multiple client teams in the role of Advisor, with responsibility for the preparation of client core deliverables including asset allocation, cash flow, balance sheet, income tax planning and compliance, estate planning and forward-looking financial planning. Aaron joined Fairport Asset Management in early 2012 and has 12 years of experience in investment operations and wealth management. Prior to joining Fairport, he worked as a portfolio manager at Key Private Bank, and prior to that as a Sr. Associate at McDonald Investments. Aaron earned his B.S.B.A. in Finance and MBA from John Carroll University. He holds both the Chartered Financial Analyst and Charted Alternative Investment Analyst designations.  He is a member of the CFA Institute, the CFA Society of Cleveland, and the Chartered Alternative Investment Analyst Association. He resides in Concord Township with his wife Angelee. In his free time, Aaron enjoys bowling and volleyball.

David J. Rubis | Advisor

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David Rubis brings over ten years of financial planning, business development and management experience to Fairport. As Advisor, David is responsible for providing comprehensive financial planning and investment services to high net worth clients and their families. David joined Fairport in February of 2017 from Spero-Smith Investment Advisors/HPM Partners where he worked as a Client Adviser with relationship and business development responsibilities. Previous to that, he was part of the Global Family & Private Investment practice at The Northern Trust Company in Chicago where he managed a team responsible for complex investment, reporting and planning needs for large families. He also served as a Retail Sales Manager at Belmont Bank & Trust and as a Bank Manager at National City Bank and BMO Harris Bank in Chicago. David earned a B.S. in Business Finance from Miami University and a Masters of Business Administration with a concentration in Management from North Central College. He is actively engaged in the Rotary Club of Strongsville, a Trustee for the Strongsville Education Foundation, and Treasurer for the Polish Veteran’s Alliance. David lives in Strongsville with his wife Maggie and daughter. In his free time, he enjoys spending time with his family and friends, cooking, travelling, attending sporting events, and playing volleyball, basketball and golf.

Thomas A. SeifertThomas A. Seifert, CPA/PFS | Partner

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Tom Seifert is a Partner at Fairport Asset Management, offering more than 30 years of industry experience. He is responsible for providing comprehensive financial planning and investment services to clients, generating new business and leading a team of professionals. As a Certified Public Accountant, Tom provides clients with expert counsel regarding complex tax-related, planning and asset allocation matters. Before joining Fairport in 2002, Tom was a Principal at Paragon Advisors, Inc. Earlier in his career, he was a Senior Vice President at Sterling, a division of National City Bank. He began his professional career at Price Waterhouse in Cleveland, also spending time in the national office in New York. Tom graduated with honors from the University of Notre Dame with a B.B.A in Accounting. He is a member of the American Institute of CPAs as well as the Ohio Society of CPAs. His community involvement includes serving as Vice Chair of Administration on the Board of Directors for Beech Brook. He is also a member of the Gesu Parish Endowment Board. He resides in Pepper Pike with his wife Tracy and two sons. In addition to being an avid runner and golfer, Tom enjoys following Cleveland sports as well as Notre Dame football.

ENSweb2015_2Emily N. Shacklett, CPA/PFS, AEP® | Partner

Emily{dot}Shacklett{at}FairportAsset{dot}com | 216.431.2738 | Download vCard

Emily Shacklett offers more than 20 years of industry knowledge in her role as Partner at Fairport Asset Management. Emily’s thorough industry knowledge, attention to detail and entrepreneurial attitude make her an invaluable member of the Fairport team.  As a CPA and a leader in the Corporate Executive practice group at Fairport, she has extensive experience in providing counsel regarding complex tax-related matters, executive stock options and related planning strategies.  Emily’s approach to working with corporate executives is a dynamic process with a particular focus on proactive tax planning and tax minimization strategies.  These strategies include examining tax implications of company equity and cash incentive plans, generating forward-looking cash flow models, recommending diversification and risk mitigation tools around concentrated company stock holdings, managing executive’s company ownership requirements and implementing investment strategies to provide the client with peace of mind. Prior to joining Fairport in 2001, Emily held leadership positions at Brockman Coats Gedelian & Co. and KPMG. She graduated with honors from the University of Akron with a B.S. in Accounting and is a member of the American Institute of CPAs and the Ohio Society of CPAs. Emily is also a member of the Union Club of Cleveland where she leads the Food, Beverage and Service Committee and serves on the Membership/Marketing and Member’s Events Committees. She is a board member and officer of the Cleveland Estate Planning Council where she serves on the membership and AEP committees. Emily resides in Richfield with her family and in her free time she enjoys spending time outdoors, reading and supporting Cleveland sports.

John M. SilvisJohn M. Silvis, CFA | Chief Investment Officer

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John Silvis, a CFA charterholder, serves as Fairport Asset Management’s Chief Investment Officer. As CIO, 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. He is also responsible for periodically updating the firm on current market and economic conditions.  John brings over 20 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. He began his career at Mellon Bank in Pittsburgh, Pennsylvania. John obtained a B.A. in Economics from Penn State University and his MBA from Baldwin Wallace College. He is a current member of the CFA Institute. A longtime member of the CFA Society Cleveland, John currently serves as President, having served in the past as Vice President, Treasurer and Chair of the Investment Committee.  John currently serves on the Investment Committee for the Benjamin Rose Institute where he has participated as a member since 2013 and is a member on the Investment Advisory Committee of the Catholic Diocese of Cleveland. John lives in Strongsville with his wife Lori and his three children. He enjoys spending time outdoors with his family, coaching youth sports and is an avid Penn State fan. 

Joyce A. ZakJoyce A. Zak, CRPC®, RP® | Advisor

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Joyce Zak brings over 20 years of experience to Fairport Asset Management. Joyce supports multiple client teams as an Advisor. She is responsible for the preparation of client core deliverables including asset allocation, cash flow, balance sheet, income tax planning and compliance, estate planning and forward-looking financial planning. Joyce has been with Fairport since its founding, having joined Roulston & Co. in 2000. Previously, she worked at McDonald Investments, McDonald Trust Company and Aetna Life & Casualty/Travelers Indemnity. Joyce earned a B.B.A. with a concentration in accounting from Baldwin Wallace College. She holds a Registered ParaplannerSM designation through The College for Financial Planning. Joyce and her husband Jim live in Brunswick with their two daughters. In her free time, she enjoys golfing and watching her daughters play sports.

Paul A. ZappalaPaul A. Zappala | Chief Compliance Officer & Director of Operations and Information Technology

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Paul Zappala provides more than 40 years of experience in both public and private sector information technology, with over 17 years in the financial services industry. Paul serves as Fairport Asset Management’s Chief Compliance Officer, Director of Operations and Director of Information Technology. He demonstrates leadership and oversight within the three functional areas. Paul has been with Fairport since its founding, having joined Roulston & Company in 2000. Previously, he was Information Technology Manager at Conely, Canitano, and Associates and Data Systems Manager for the Ohio Turnpike Commission. Earlier, he served in the United States Marine Corps for 21 years attaining the rank of Major. Paul is a graduate of Mary Washington University in Fredericksburg, Virginia, where he earned a B.S. in Computer Science. Active in the local community, Paul serves as a member, and past chairman, of the Security Committee for Midtown Cleveland, Incorporated. Paul resides in Bay Village and has three children.