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Roy
M. Fairman, CPA, Managing Partner
Roy Fairman is the managing partner of The Fairman Group, which he formed in early 2002 to provide comprehensive wealth advisory and individual tax services to high net worth individuals and families. Prior to forming The Fairman Group, Roy spent 29 years with Arthur Andersen. From 1991-2001, he was the partner in charge of the Tax practice of the Philadelphia office. Roy has extensive experience in all areas of taxation, including individual, estate and gift, corporate and partnership taxation. He was a member of Arthur Andersen's National Specialty Team for Family Wealth Planning. In addition, he is the trusted business advisor for many high net worth individuals, family business owners, entrepreneurs and senior corporate executives. Roy is a Certified Public Accountant and holds an MBA from the Wharton School and an undergraduate degree from Gettysburg College. He is a member of the American Institute of Certified Public Accountants and of the Pennsylvania Institute of Certified Public Accountants.
Doug Morisoli brings over 19 years of experience in financial services to The Fairman Group. He is experienced in all facets of comprehensive wealth management and has particular expertise in the areas of investment advisory services and life insurance analysis. Prior to joining Fairman, Doug was most recently a senior manager in Arthur Andersen’s Private Client Services group in Philadelphia where he led the Investment Advisory Services practice. His experience with Arthur Andersen is augmented with a strong background in the investment management industry, including four years with The Vanguard Group. Doug is a Chartered Financial Analyst, Certified Public
Accountant and a CERTIFIED FINANCIAL PLANNER™ certificant. He holds a Bachelor
of Arts in Economics/Business from the University of California, Los Angeles.
Marianne Inforzato has over 12 years of wealth advisory, estate planning and individual taxation experience. At Fairman, Marianne supports clients in a broad range of wealth management areas. Prior to joining Fairman, she was an experienced manager in the Private Client Services group in the Philadelphia office of Arthur Andersen. Marianne participated with Arthur Andersen’s National Specialty Team for Family Wealth Planning. She has significant experience in providing sophisticated wealth transfer planning, income tax planning, investment advisory and other financial counseling services. Marianne has particular expertise with family-owned businesses in addressing succession planning and related tax issues. Marianne is a CERTIFIED FINANCIAL PLANNER™ certificant
and is a member of the Philadelphia Estate Planning Council. She holds a BS in
Finance and Insurance from The Wharton School of The University of Pennsylvania.
Shawn Kindt has over 10 years of wealth management and tax planning experience. At Fairman, Shawn assists clients with all aspects of their wealth strategies, offering particular expertise as a transition specialist and investor relations manager. Prior to joining Fairman, he served as an experienced manager in the Private Client Services group in the Philadelphia office of Arthur Andersen. During his career with Arthur Andersen, Shawn provided extensive investment advisory and income tax planning services. He assisted clients with all areas of asset allocation, investment policy implementation, manager research, efficient portfolio structuring and performance monitoring. Shawn is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ certificant. He is a member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants. He holds a BS in Accounting from Drexel University and a Masters degree in Financial Services from Saint Joseph's University.
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