Fairport Wealth Business Owners Unfiltered

Fairport Wealth Business Owners Unfiltered

An private equity partner, estate planner, ultra-high net worth leader, and wealth advisor walk into a room…

…and start a conversation you don’t want to miss!

Join our distinguished panel for a morning of straight talk about the challenges and opportunities of being a modern business owner. Whether the sale of your business is imminent or years down the line, you’ll leave with honest strategies from professionals who work closely with successful businesses.

The discussion will be moderated by Andrew Connors, Managing Director and Chief Growth Officer at Fairport Wealth, and feature:

· Cheryl Strom, Partner, Origination at The Riverside Company;

· David Work, Managing Director – Head of Estate & Financial Planning at Hightower Advisors;

· Dan Nitowsky, Chair of the Tiger 21 Group in Cleveland.

We encourage you to invite a fellow entrepreneur who could benefit from this unfiltered discussion.

Registration and breakfast begin at 8:30 am. Panel starts promptly at 9:00 am. We hope to see you there!

Cheryl Strom is a highly experienced private equity professional, I bring a range of capital choices to business owners, management teams and advisors. Utilizing growth capital, non-control capital, majority-stake equity partnerships, full acquisitions, and debt for small and middle-market businesses, I can help your company or client. Tapping into 16 years of experience at The Riverside Company, I lead the firm’s Origination initiatives with deal source firms and referral sources based throughout the Midwestern United States. Together with a team of 16 Origination professionals across North America, we collectively establish new stand-alone companies, also called platform companies; and find and complete add-on acquisitions which enable Riverside's portfolio companies to expand by adding new product lines, service offerings, or geographies.

David Work specializes in providing comprehensive estate and financial planning services for Hightower Advisors and their high net worth clients. He joined Hightower after a 23 year tenure at Merrill Lynch Private Wealth Management. In his role, David worked closely with clients and their professional advisors to develop and implement complex estate plans. Prior to working at Merrill, he was Senior Analyst with The Nautilus Group and an attorney in private practice specializing in estate planning and tax-exempt organizations. David serves on the Advisory Council to The Dallas Foundation and teaches Financial Literacy to graduating seniors as an Adjunct Faculty member at Texas Christian University.

Dan Nitowsky currently serves as the Chair of the Tiger 21 Group in Cleveland and has extensive experience leading and growing peer advisory organizations, also as a Chair with Vistage Worldwide Inc. Dan is a highly accomplished CEO, President, and Business Development professional with a proven history of success in distribution and manufacturing. Dan spent 25+ years in executive leadership roles in the Electrical Distribution Industry before his work in peer group leadership, where his expertise in business strategy and operational acumen led to record organizational growth. He is recognized for his expertise in sales, marketing, strategic planning, and team development and has led multiple sales teams to annual overachievement, holding teams accountable for results. Dan holds a BS in Engineering from Syracuse University and an MBA, with a concentration in Finance, from the University of Cincinnati. Dan and his wife Cheryl reside in Pepper Pike, Ohio where Dan is an avid golfer and a devoted Syracuse Orange and Cleveland sports fan.

Andrew R. Connors is a Certified Financial Planner™ professional with 20 years of experience in the personal financial management arena. He has experience in advising family business owners how they can align their personal, family and business goals. His mission and purpose is to positively impact the long-term well-being of closely-held and family business owners by helping them create and maintain multi-generational wealth. He is known for his ability to translate complex financial strategies and concepts into understandable, actionable ideas. Prior to receiving his MBA from the Weatherhead School of Management at Case Western Reserve University, Andrew attended John Carroll University where he earned a B.S.B.A. He is a past Board President and a current Trustee for Esperanza, Inc and serves on the Executive and Advisory board of the John Carroll Entrepreneurs’ Association, the Northeast Ohio Advisory Committee of the Exit Planning Institute and is a member of the Cleveland chapter of the Financial Planning Association. Andrew and his wife Anne-Marie have twin boys. He balances his love for good food and wine with spending time outdoors and staying active through hiking, biking and fishing.

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