CJ

Cindy Steeb Mba, Jd

Senior Managing Director Trust Administration Services at Clearstead

Cindy Steeb, MBA, JD has an extensive work experience spanning several years and diverse roles. Cindy is currently working as the Senior Managing Director - Trust Administration Services at Clearstead. Previously, they served as a Board Member and Chair at Biltmore Trust Company, where they established a regulated public trust company.

Cindy also has experience as a consultant and advisor at CLS Consulting, LLC, working with high net worth clients, private trust companies, and privately held companies. Cindy has shown expertise in complicated estate planning and fiduciary matters.

Additionally, they served as the Executive Vice President & Chief Legal Counsel at MTD Holdings Inc., where they launched a family office and oversaw various aspects of legal, tax, accounting, compliance, and governance. Cindy also held the position of President at an unlicensed family trust company in Ohio and Wyoming, where they implemented strategic direction and achieved goals for multiple family branches.

In earlier roles, Cindy worked as Chief Legal Counsel at RMS Management Company, managing legal needs and compliance for the family, and as Corporate Counsel at Parkwood Corporation, handling estate planning and fiduciary services. Cindy began their career at Arter & Hadden/Tucker Ellis & West as an Associate.

Prior to their career in trust administration and legal counsel, Cindy gained valuable experience at United Airlines as Director of Client Services, Manager, and Corporate Sales.

In summary, Cindy Steeb, MBA, JD has a diverse and accomplished work history in various roles related to trust administration, legal counsel, and advisory services for high net worth individuals, family offices, and privately held companies.

Cindy Steeb holds a Master of Business Administration (MBA) degree with a focus on Marketing from the DePaul Driehaus College of Business. Cindy also completed their Juris Doctor (JD) in Law at the Cleveland State University - Cleveland-Marshall College of Law. Prior to that, they obtained a Bachelor of Arts (BA) degree in Business Economics from The College of Wooster.

Additionally, Cindy Steeb has acquired several certifications throughout their career. Cindy is licensed to practice law by the Supreme Court of Ohio, the State Bar of South Dakota, The Florida Bar, and the Wyoming State Bar. Cindy has also completed the "Governing Family Enterprises" course at Northwestern University - Kellogg School of Management and the "The Leadership Deep Dive Program" at Case Western Reserve University.

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Timeline

  • Senior Managing Director Trust Administration Services

    2023 - present