MEET OUR NEW TEAM MEMBERS!
As an Investment Analyst who recently sat for the CFA Level III Exam, Jenna will be working with the Fairman Group investment team to conduct investment manager due diligence, help clients determine appropriate asset allocation and portfolio construction, and provide clients feedback on their investment performance. Her specialties include investment research, data analysis, and applying portfolio construction/asset allocation concepts and models to investor portfolios. Prior to Fairman, Jenna spent over eight years with Vanguard. She is passionate about writing and educating investors through presentations and public speaking, so our clients can look forward to frequent and informative updates from Jenna. Jenna is a graduate of Lebanon Valley College and likes to bike, bake, and play field hockey and softball.
As an experienced Family Office Manager, Holly will be supervising the Family Office side of our business. Holly brings over 30 years of accounting experience to the Fairman Group. Prior to joining us, Holly worked as a controller/accounting manager for both an accounting firm and an advisory group. Prior to that, she worked in public accounting, having earned her CPA license in 1988. Holly’s well-rounded accounting background will be a great asset to our Family Office segment of the business. Her hobbies include sporting events, cooking, music, and spending time with her husband.
According to Doug Morisoli, CPA, CFA, CFP® and Fairman Group Partner, “We’re excited about these new additions and the unique talents and expertise they bring to serving the needs of our clients.”
Also a hearty congratulations to Tim Lesperance, who has been promoted to Senior Associate, Jason McWilliams, who has been promoted to Manager, Matt Moreno, who has been promoted to Senior Associate, and Kelley Taylor, who has been promoted to Senior Manager.
At Fairman Group, we have experienced, credentialed leaders and a team of professionals to help you build your financial plan.