Fairport Wealth, a US-based firm previously trading as Fairport Asset Management, has named Paul Stetz as its new COO.
Stetz will also join the firm’s executive leadership team.
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He joins from Mercer Advisors, where he held the role of a managing director.
At Mercer, he spearheaded the firm’s mergers and acquisition plans in the Central, Great Lakes and Northeast Regions.
He also worked in leadership roles at Schwab Advisor Services and Fidelity Clearing & Custody Solutions.
His responsibility at these firms was to lead “Sales & Relationship Management teams focused on developing trusted partnerships, delivering strategic consulting and value-added solutions to Registered Investment Advisors and their end clients”.
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By GlobalDataCommenting on the appointment, Fairport managing partners Kenneth Coleman and Heather Ettinger said: “Paul’s track record in leading successful teams and deep understanding of RIAs and their clients make him an ideal fit for the role of Chief Operating Officer at Fairport.
“His focus and experience will allow us to accelerate momentum and future growth.”
Fairport services HNWIs such as corporate executives as well as business owners.
The firm offers succession, retirement and liquidity planning services, among others.
Through its unit Luma Wealth Advisors, Fairport offers personalised wealth planning and investment management services to women.
