Julie Harrington
Corporate Officer/Principal bij Fairport Wealth
Profiel
Julie Harrington is currently working as the Manager-Operations & Compliance at Fairport Wealth since 1999.
Prior to this, she worked as a Portfolio Accountant at Leonetti & Associates LLC.
Ms. Harrington completed her undergraduate degree from the University of Illinois.
Actieve functies van Julie Harrington
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Corporate Officer/Principal | 01-01-1999 |
Eerdere bekende functies van Julie Harrington
| Bedrijven | Functie | Einde |
|---|---|---|
Leonetti & Associates LLC
 Leonetti & Associates LLC Investment ManagersFinance Founded by Michael Leonetti in 1982, Leonetti & Associates LLC is a registered investment advisor located in Buffalo Grove, Illinois. The firm's principal owners are Michael Leonetti and Summer Wealth Management LLC. The principal owners of Summer Wealth Management LLC are Affiliated Wealth Partners Holdings LLC and LEP Realization Feeder, LP through intermediaries. Leonetti & Associates provides investment management and financial planning services to individuals, families, professionals and business owners. ^ | Comptroller/Controller/Auditor | - |
Opleiding van Julie Harrington
| University of Illinois | 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 | 2 |
|---|---|
Leonetti & Associates LLC
Leonetti & Associates LLC Investment ManagersFinance Founded by Michael Leonetti in 1982, Leonetti & Associates LLC is a registered investment advisor located in Buffalo Grove, Illinois. The firm's principal owners are Michael Leonetti and Summer Wealth Management LLC. The principal owners of Summer Wealth Management LLC are Affiliated Wealth Partners Holdings LLC and LEP Realization Feeder, LP through intermediaries. Leonetti & Associates provides investment management and financial planning services to individuals, families, professionals and business owners. ^ | 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 |
