News & Insights
Two Fairport professionals have been promoted: David J. Bosak, CFP® to the role of Advisor and Michael J. Kalinoski to Senior Portfolio Administrator & Trader.
David Bosak is a Certified Financial Planner with over 15 years of financial industry experience. He joined the firm in 2014 and became an Analyst soon after earning his CFP designation. According to Managing Partner, Kenneth Coleman, “Dave embraces technology, bolters new initiatives and serves our clients with a data-driven, passionate approach that always keeps their best interests at the forefront.”
Prior to joining Fairport, David was a Trust Officer, Investment Operations Specialist and Internal Auditor at KeyBank. He earned his B.S.B.A. in marketing from the University of Akron, an MBA from Cleveland State University, and is an active member of the Estate Planning Council of Cleveland.
Michael Kalinoski joined Fairport in 2016 as Portfolio Administrator, responsible for implementing security transactions and maintaining the firm’s investment models. John Silvis, Chief Investment Officer, credits Michael with leading the effort to streamline trading processes and updating procedures stating, “With initiative and a genuine team-based outlook, Mike has undoubtedly improved the investment team and our investment process since joining the firm.”
Michael came to Fairport from PNC Bank, where he was a Senior Operations Analyst, and earned his B.B.A. in finance from the University of Toledo. He completed the CFA Institute Investment Foundations Program last year, is a level II CFA candidate and member of the CFA Society Cleveland.
David resides in Parma and enjoys spending time outdoors and supporting Cleveland sports teams. Michael lives in Columbia Station and also enjoys following Cleveland sports in his spare time.
About Fairport Asset Management & Luma Wealth Advisors
With roots dating back to 1963, Fairport is a registered investment advisor that inspires families by providing comprehensive wealth management solutions. Our credentialed professionals have extensive experience in guiding family business owners, corporate executives and women through life’s expected and unexpected transitions including succession, retirement, marital/partnership changes or loss of a spouse. Our branded division, Luma Wealth Advisors, was founded with an understanding that a woman’s wealth is about more than just money; we provide a community in which women can learn, connect and celebrate. More information available at www.fairportasset.com and www.lumawealth.com.
Fairport is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.
This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.