Led by an experienced team of professionals, Clearstead Trust has simple goals: to preserve and enhance our clients’ wealth over time.
As a boutique trust company, Clearstead Trust offers broad expertise in investment management, wealth planning, and trust services to individuals, families, and foundations. We are problem solvers, working on your behalf to help manage the complexity of your financial situation. Our objective is to deliver clear, practical solutions to you, often across multiple generations.

Investment Management

Clearstead Trust LLC

Charles S. Willauer

Tyler Campbell

Nicolas Carter

Albert J. Bartosic

Trent M. Meyerhoefer

Steven F. Wolken

Kenneth R. Morgan

Finance and Compliance

Leadership Team

Client Services

Clearstead Trust LLC

Org chart

Teams

Finance and Compliance

Leadership Team

Client Services

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