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Fairman Financial
Fairman Group was established in 2002 by Roy Fairman after his departure from Arthur Andersen. Founding partners Marianne Inforzato and Doug Morisoli joined to...
Fairman Financial
Fairman Group was established in 2002 by Roy Fairman after his departure from Arthur Andersen. Founding partners Marianne Inforzato and Doug Morisoli joined to build the practice. The firm provides services to high-net-worth individuals and families in the greater Philadelphia region. The firm offers financial planning, investment advisory, tax preparation, and family-office administration. Services include cash-flow management, bill payment, financial reporting, and budget analysis. No public information details specific asset classes, fund commitments, or named portfolio holdings. Geographic activity remains limited to North America. The team includes more than thirty credentialed professionals. Shawn Kindt succeeded Roy Fairman as managing partner. No additional offices or adjacent vehicles such as foundations or clubs appear in public records. No operational events from the last twenty-four months have been identified. The firm functions as a fee-only registered investment advisor without external product distribution. Governance rests with the partner group that combines planning, tax, and investment disciplines under one roof.
General information
Firm type
Multi Family Office
Year founded
2002
Location
Region
North America
Country
United States
City
Chesterbrook
Corporate office
1200 Liberty Ridge Drive, Suite 320, Chesterbrook, PA 19087
Principals
Roy Fairman
Founding Partner
Shawn Kindt
Managing Partner
Marianne Inforzato
Founding Partner
Doug Morisoli
Founding Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Fairman Group?
Shawn Kindt serves as managing partner. Doug Morisoli contributes investment advisory expertise as a founding partner. The firm does not publish an investment committee roster or external CIO.
Is Fairman Group structured as a single family office or multi-family office?
The firm operates as a multi-family office serving multiple high-net-worth clients. It maintains a single location in Chesterbrook, Pennsylvania.
Does Fairman Group participate in fund commitments or only direct deals?
Public materials describe investment management services but disclose no fund commitments, co-investments, or direct holdings. No portfolio companies are named.
Where does the underlying wealth come from?
No specific family or corporate source is disclosed. The firm was founded by former Arthur Andersen professionals serving external clients.
What investment stages does Fairman Group typically target?
No stage-specific information appears in available materials. Services focus on wealth management for existing high-net-worth individuals rather than venture or growth capital.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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