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Storia della carriera di Kenneth John Coleman
Precedenti posizioni note di Kenneth John Coleman
Società | Posizione | Inizio | Fine |
---|---|---|---|
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. | Amministratore Delegato | 01/01/1999 | 19/04/2023 |
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. | Presidente | 01/01/2001 | 31/12/2006 |
T & M Asset Management LLC
![]() T & M Asset Management LLC Investment ManagersFinance A subsidiary of Fairport Asset Management LLC, T&M Asset Management LLC is a registered investment advisor based in Cleveland, Ohio. | Gestore di Portafoglio-Azioni | - | 31/12/2005 |
Corporate Officer/Principal | - | 31/12/2005 | |
National City Corp.
![]() National City Corp. Major BanksFinance The Group's principal activities are to provide commercial and retail banking, consumer finance, asset management, mortgage financing and payment processing services. The asset management includes both institutional asset and personal wealth management. The Group also provides home equity line of credit which consists of revolving lines of credit secured by residential real estate. Other consumer loans include installment loans for automobiles, boats and recreational vehicles, student loans. The Group provides credit card services and insurance services also. As on 31-Dec-2007, the Group operates through 1,400 branch banking offices and 4100 retail and wholesale mortgage offices located throughout the United States. On 05-Jan-2007, the Group acquired Fidelity Bankshares, Inc. | Presidente | 01/01/1997 | 31/12/1998 |
Roulston & Co., Inc. | Direttore operativo | 01/01/1999 | - |
Formazione di Kenneth John Coleman
Ashland University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 7 |
Posizioni
President | 2 |
Portfolio Manager-Equities | 1 |
Corporate Officer/Principal | 1 |
Settori
Finance | 6 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 5 |
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National City Corp.
![]() National City Corp. Major BanksFinance The Group's principal activities are to provide commercial and retail banking, consumer finance, asset management, mortgage financing and payment processing services. The asset management includes both institutional asset and personal wealth management. The Group also provides home equity line of credit which consists of revolving lines of credit secured by residential real estate. Other consumer loans include installment loans for automobiles, boats and recreational vehicles, student loans. The Group provides credit card services and insurance services also. As on 31-Dec-2007, the Group operates through 1,400 branch banking offices and 4100 retail and wholesale mortgage offices located throughout the United States. On 05-Jan-2007, the Group acquired Fidelity Bankshares, Inc. | Finance |
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 |
Roulston & Co., Inc. | Finance |
T & M Asset Management LLC
![]() T & M Asset Management LLC Investment ManagersFinance A subsidiary of Fairport Asset Management LLC, T&M Asset Management LLC is a registered investment advisor based in Cleveland, Ohio. | 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 |
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