Clearstead is an institutional investment consulting and private wealth management firm. Clearstead's former name brand is Hartland, which was established in 1989 by namesake founder Thomas Hartland.

Clearstead

Dave Fulton

Theresa Garber

Joseph Baranek

Scott McCluney

Paul Ferwerda

Dan Powell

Wayne House

Mark Warden

Kyle Elliott

Douglas Krapf

Steve Bowery

David Wohlabaugh

Sharon Whitacre

Wayne Wilbanks

Andres Arsuaga

Cara Wood

Tracy Jemison

Greg Althans

John Marino

Bradley Knapp CFA, CAIA

Jim Pruce

Steve Wolken

Michael P. Shebak III

Trent Meyerhoefer

Carl Tippit

The Managing Directors Team at Clearstead oversees strategic decision-making, client relationship management, and the implementation of investment consulting and wealth management services. This team ensures optimal performance of the firm's operations, drives growth initiatives, and upholds Clearstead's standard of excellence in both institutional and private wealth sectors.

Managing Directors Team

The Client Services Team at Clearstead plays a pivotal role in delivering exceptional service to both institutional and private wealth clients. This team is responsible for managing client relationships, responding to client inquiries, preparing and monitoring investment documentation, and ensuring a seamless and personalized client experience. They work closely with other departments to coordinate and execute client-focused initiatives, ensuring that client needs and expectations are met with the highest level of professionalism and efficiency.

Client Services Team

The Portfolio Management Team at Clearstead is responsible for developing, implementing, and monitoring investment strategies tailored to client needs. This involves conducting research, analyzing market trends, and managing asset allocation to optimize portfolio performance. The team ensures that client portfolios are aligned with their financial goals and risk tolerance, providing regular updates and performance reports.

Portfolio Management Team

The Client Management & Support team at Clearstead is dedicated to maintaining and strengthening client relationships by providing tailored investment consulting and private wealth management services. They ensure exceptional service delivery through comprehensive portfolio management, trust and estate planning, and customized financial solutions, serving both institutional and private clients with a high level of expertise and personalized attention.

Client Management & Support

The Planning Team at Clearstead is responsible for developing and implementing comprehensive financial strategies tailored to the unique needs of clients. This team works collaboratively to provide expert advice on tax efficiency, estate planning, and investment management, ensuring clients achieve their financial goals. Additionally, the team integrates these services seamlessly across Clearstead's various departments to deliver a cohesive and well-coordinated client experience.

Planning Team

The Finance and Accounting Team at Clearstead provides essential financial management services, including tax planning and compliance, financial reporting and analysis, and investment performance reporting. This team ensures accurate financial records, supports strategic financial decisions for both institutional and private clients, and ensures compliance with regulatory requirements. Through meticulous analysis and reporting, they help optimize investment strategies and maintain Clearstead's financial health.

Finance and Accounting

Clearstead

Org chart

Teams

Managing Directors Team

Client Services Team

Portfolio Management Team

Client Management & Support

Planning Team

Finance and Accounting

Offices

Clearstead

Org chart

Teams

Managing Directors Team

Client Services Team

Portfolio Management Team

Client Management & Support

Planning Team

Finance and Accounting

Offices

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