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Clearstead
Contact
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Bradley Knapp CFA, CAIA
President
Maureen Leneghan
Senior Managing Director, Financial Planning
Samantha Karoly
Institutional Group Client Services Associate
Tony Micheli
Senior Managing Tax Director - Private Client Wealth Management
William Hall
President, Clearstead Trust
+ 1 more
Marybeth Setele, FPQP®
Planning Associate
Nimita Naik
Financial Planning Associate
Bryse Cirjak
Senior Planning Associate
Gina Gurganus
+ 3 more
Current role
