Heather Ettinger
Président chez Fairport Wealth
Profil
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.
Postes actifs de Heather Ettinger
| Sociétés | Poste | Début |
|---|---|---|
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/Membre du Conseil | 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. | Président | - |
Anciens postes connus de Heather Ettinger
| Sociétés | Poste | Fin |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 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/Membre du Conseil | - |
Formation de Heather Ettinger
| Dartmouth College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
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 |