Leadership Team

The Leadership Team at Clearstead Trust LLC is responsible for guiding the company's strategic vision and ensuring the effective delivery of wealth management services. This team, comprising key executives such as the Senior Managing Director and Chief Compliance Officer, collaborates to enhance client relationships, uphold regulatory standards, and drive operational efficiency, all while focusing on the long-term preservation and growth of clients’ wealth. Through their collective expertise, they foster a culture of excellence and integrity, addressing the complex financial needs of individuals, families, and foundations.