News & Insights
Fairport Asset Management is pleased to announce that Kristen Lucas has been promoted to the Director of Marketing and will be joining the Leadership Team as functional head of marketing.
Over her nearly 15 years, Kristen’s contributions have been numerous and, at their core, have been instrumental in creating the unique culture of community Fairport shares with its clients and friends of the firm. Her ability to connect and understand clients and their families on a personal level differentiates her from other marketers. She is integral in the construction and buildout of the firm’s niches, most recently the development and successful launch of Luma Wealth Advisors – a division of Fairport created to illuminate and clarify wealth management for affluent women.
Kristen graduated Phi Beta Kappa from Allegheny College and holds a B.A. in English. She is an alumnae of the YWCA’s professional leadership Boot camp and a YWCA Woman of Professional Excellence. She is passionate about finding a cure for diabetes and fundraises as a team walk captain for local JDRF and ADA chapters.
“Kristen has been instrumental in the firm’s growth and commitment to inspiring families. We look forward to adding her energy, creativity and client perspective to the Leadership Team” says Managing Partner Kenneth Coleman. She joins the existing Fairport Leadership Team of Kenneth Coleman, Heather Ettinger, Andrew Connors, Emily Shacklett, John Silvis and Paul Zappala.
About Fairport Asset Management & Luma Wealth Advisors
Fairport Asset Management provides comprehensive wealth management solutions to high net worth individuals and families. 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.