Heather Ettinger
Voorzitter bij Fairport Wealth
Profiel
Heather Roulston Ettinger is currently the Chairman at Fairport Wealth and a Director at The Private Trust Co. NA since 2010.
She previously worked as the Executive Vice President at Fairport Asset Management LLC from 1987 to 2006, as well as a Director at United Way of Greater Cleveland and a Principal at Jefferies LLC.
Ms. Ettinger received her undergraduate degree from Dartmouth College in 1983.
Actieve functies van Heather Ettinger
Bedrijven | Functie | Begin |
---|---|---|
The Private Trust Co. NA
The Private Trust Co. NA Regional BanksFinance The Private Trust Co.'s services include trust administration, trust settlement services, agent for individual trustee, family offers and custody services. The company was founded by Bethany J. Bryant in 1995 and is headquartered in Cleveland, OH. | Directeur/Bestuurslid | 01-06-2010 |
Fairport Wealth
Fairport Wealth Investment ManagersFinance Part of Hightower Holding LLC, Fairport Wealth is a wealth management company that provides comprehensive financial planning and investment advisory services to high net worth individuals. Based in Cleveland, OH, their team of professionals, including CPAs, CFP® certificants, and CFA® charterholders, guide corporate executives, business owners, and women of wealth through life's transitions, such as succession, retirement, and liquidity planning, marital/partnership changes, or loss of a spouse. Fairport Wealth's clients value their depth of talent and experience, along with their collaborative and approachable style. Matthew R. Logar has been the CEO of the company since 2021. | Voorzitter | - |
Eerdere bekende functies van Heather Ettinger
Bedrijven | Functie | Einde |
---|---|---|
Fairport Asset Management LLC
Fairport Asset Management LLC Investment ManagersFinance Fairport Asset Management LLC is a registered investment advisor located in Cleveland, Ohio. The firm is a subsidiary of Wealthtrust Holdings LLC. They manage assets for individuals and institutions and serve as the advisor of the Fairport family of mutual funds. | Portefeuillebeheerder-Aandelen | 31-12-2006 |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Corporate Officer/Principal | - |
United Way of Greater Cleveland
United Way of Greater Cleveland Services to the Health IndustryHealth Services United Way of Greater Cleveland provides individual and family services. Its programs include fund raising, volunteer and engagement center, community conversations, young leadership training, and women's leadership council. The company was founded on August 27, 1957 and is headquartered in Cleveland, OH. | Directeur/Bestuurslid | - |
Opleiding van Heather Ettinger
Dartmouth College | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 5 |
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Fairport Asset Management LLC
Fairport Asset Management LLC Investment ManagersFinance Fairport Asset Management LLC is a registered investment advisor located in Cleveland, Ohio. The firm is a subsidiary of Wealthtrust Holdings LLC. They manage assets for individuals and institutions and serve as the advisor of the Fairport family of mutual funds. | Finance |
The Private Trust Co. NA
The Private Trust Co. NA Regional BanksFinance The Private Trust Co.'s services include trust administration, trust settlement services, agent for individual trustee, family offers and custody services. The company was founded by Bethany J. Bryant in 1995 and is headquartered in Cleveland, OH. | Finance |
United Way of Greater Cleveland
United Way of Greater Cleveland Services to the Health IndustryHealth Services United Way of Greater Cleveland provides individual and family services. Its programs include fund raising, volunteer and engagement center, community conversations, young leadership training, and women's leadership council. The company was founded on August 27, 1957 and is headquartered in Cleveland, OH. | Health Services |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Finance |
Fairport Wealth
Fairport Wealth Investment ManagersFinance Part of Hightower Holding LLC, Fairport Wealth is a wealth management company that provides comprehensive financial planning and investment advisory services to high net worth individuals. Based in Cleveland, OH, their team of professionals, including CPAs, CFP® certificants, and CFA® charterholders, guide corporate executives, business owners, and women of wealth through life's transitions, such as succession, retirement, and liquidity planning, marital/partnership changes, or loss of a spouse. Fairport Wealth's clients value their depth of talent and experience, along with their collaborative and approachable style. Matthew R. Logar has been the CEO of the company since 2021. | Finance |