Kristen Lucas Email and Phone Number
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Client-facing marketer with over 20 years of experience in the financial services industry. Dream up, develop and nurture marketing, communication and event programs that are carefully designed for high net worth clients and families. A native Clevelander, I began working at Fairport during the summer of 2003 following my college graduation. I became familiar with the needs of our clients, learned the ins and outs of the industry, held positions of increasing responsibility and ultimately wrote my own job description. Voila! A marketing department was born. There is, of course, the technical side of this business but what I enjoy most is the opportunity to build long-term relationships. With roots dating back to 1963, Fairport Wealth INSPIRES FAMILIES by providing comprehensive wealth management solutions. Our team of credentialed professionals have experience in guiding corporate executives, business owners and women of wealth. We help our clients with life's transitions including succession, retirement and liquidity planning, marital/partnership changes or loss of a spouse. Our clients value professional, yet approachable style. More information at www.FairportWealth.com.I specialize in these areas:- Strategic Planning- Marketing & Events- Business Development - Public Relations/Community Outreach- Brand ManagementSecurities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment Adviser.
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Chief Marketing OfficerFairport Wealth Jan 2019 - PresentCleveland, Ohio, Us
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Director Of MarketingFairport Wealth Sep 2017 - Dec 2018Cleveland, Ohio, Us
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Marketing ManagerFairport Wealth Jan 2007 - Aug 2017Cleveland, Ohio, UsWith roots dating back to 1963, Fairport Asset Management is a registered investment advisor that provides comprehensive wealth management solutions to high net worth individuals and families.I am responsible for the development and implementation of the firm’s marketing, communication and event programs. I add value in the following areas: -Marketing & Events: Create and oversee the design, production and distribution of marketing collateral including print and electronic media, newsletters, brochures, presentations and press releases. Generate referrals and foster client loyalty with small to large scale events, conference calls and educational seminars. -Business Development: Provide individual sales team members with marketing support to reach sales and revenue goals. Cultivate and maintain relationships with national network of financial service marketing professionals-Public Relations/Community Outreach: Spearhead firm’s annual philanthropic outreach program - Fairport Community Beacon. Develop and maintain outside relationships with various agencies, media contacts and vendors-Brand Management: Responsible for the development of and firm-wide adherence to the corporate brand standards, management of consistent Fairport message and on-going books and record keeping
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Client Service Manager - Client Service RepresentativeFairport Wealth Sep 2003 - Dec 2006Cleveland, Ohio, Us- Develop strong personal relationships and act as primary team contact for clients’ concerns/requests- Implement systems and processes related to servicing 600 client households in a consistent, professional and timely manner (client communication, paperwork for new accounts, transfers and account maintenance)- Act as point-of-contact for external servicing teams at banks, custodians, etc. Train employees on client service procedures
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Chief Marketing OfficerLuma Wealth Advisors Sep 2017 - Dec 2023Cleveland, Ohio, UsLuma Wealth Advisors is a division of Fairport that provides women with personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn, connect, and celebrate with other women. Luma Wealth is now recognized as "Fairport Women - a Community of Fairport Wealth."
Kristen Lucas Skills
Kristen Lucas Education Details
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Allegheny CollegeEnglish -
Notre Dame - Cathedral Latin High School
Frequently Asked Questions about Kristen Lucas
What company does Kristen Lucas work for?
Kristen Lucas works for Fairport Wealth
What is Kristen Lucas's role at the current company?
Kristen Lucas's current role is Managing Director, Chief Marketing Officer at Fairport Wealth.
What is Kristen Lucas's email address?
Kristen Lucas's email address is kr****@****set.com
What is Kristen Lucas's direct phone number?
Kristen Lucas's direct phone number is +121643*****
What schools did Kristen Lucas attend?
Kristen Lucas attended Allegheny College, Notre Dame - Cathedral Latin High School.
What skills is Kristen Lucas known for?
Kristen Lucas has skills like Marketing Strategy, Event Planning, Internal Communications, Community Outreach.
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