Haley Schubert

Director, Portfolio Management at Clearstead

Haley Schubert, CFA has a diverse work experience spanning multiple industries. Haley is currently serving as a Director of Portfolio Management at Clearstead, where they have held various roles including Senior Portfolio Manager and Portfolio Manager. Prior to their position at Clearstead, Haley worked at PNC as an Assistant Vice President and Investment Advisor, and as a Senior Investment Analyst at PNC Wealth Management. Haley also gained experience as an Advisory and Audit Intern at Deloitte, a Supplier Relations Intern at Dealer Tire, and a Campus Representative at Whooley. Additionally, they worked as a Day Camp Counselor at Hawken School and as a Tax Assistant for the Volunteer Income Tax Assistance Program. Haley's strong background in portfolio management, investment analysis, and finance make their a valuable asset to any organization.

Haley Schubert, CFA completed their Bachelor's Degree in Accounting and Finance at Miami University from 2013 to 2017. Prior to that, they attended Hawken School from 2009 to 2013, although no specific degree or field of study information is available for that period.

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