Clearstead
- Teams
- Client Management & Support
Client Management & Support
About
The Client Management & Support team at Clearstead is dedicated to maintaining and strengthening client relationships by providing tailored investment consulting and private wealth management services. They ensure exceptional service delivery through comprehensive portfolio management, trust and estate planning, and customized financial solutions, serving both institutional and private clients with a high level of expertise and personalized attention.
Team members
Benjamin Dehaan
Associate, Institutional Inves...
Daniel Usay
Business Analyst
Erin Gray
Business Analyst
Jeff Cornelius
Client Service Manager
Jim Pruce
Senior Managing Director, Part...
Joe Baranek, CFP®
Director, Private Client Group
Kaitlyn Hartburg
Family Office Professional
Megan Fitton
Director & Senior Trust Office...
Michael Dearden
Senior Managing Director / Par...
Ron Ulle
Senior Managing Director, Priv...