Clearstead is an institutional investment consulting and private wealth management firm. Clearstead's former name brand is Hartland, which was established in 1989 by namesake founder Thomas Hartland.

Clearstead

Dave Fulton

Shirley Baldwin

Melissa Rene

Cynthia Miller

Rasheed Kahn

Quiana Steele

Nicholas J. Keron

Dresden Moll

Rich Ahrens

Justin Miller

Dylan Ejhinger

Suzanne Morris

Mario Mastroianni

Don Hess

John Hartman

Kate Urgo

Kenneth R. Morgan

Riley Fraim

Jacob Voight

Jackie Nugent

Caroline Pace

George Millich

Rayann Boden

Quinton Farren

Thomas J. Spear

Abigail C. Kirk

Alex Enasel

Dawn Hein

Bethany Kent

Patrick Spittler

Erin Abate

Ben Kaplan

Constance Allen

Tim Mcdaniel

Kirtan Patel

Andrew Avery

Zach Rice

Patti Noel

Susan Foster

Ericken Moore

Julia Vicchio

Bethany Kent-Hawkins

Tyler Colton

Bob Lavin

Sandra J. Wallenhorst

Kristen Zigrang

Maggie Dean

Kristin Light

Suzanne O'donnell

Mackenzie Moorhouse

Theresa Stuckart

Danny Pizetoski

James Barsella

Sarah Larkin

Maria Salova

Ana Gomes

Mike Mclelland

Tom McNally

Mitchell R. Herringshaw

Theresa Garber

Edward Mielcarek

Joseph Baranek

Connor Fanney

Scott McCluney

Amie Baty

Paul Ferwerda

Dan Powell

Wayne House

Kurt Evertz

Brianna Shughrou

Sophia Ivancich

Matthew Shannon

Roger Scheffel

Mark Warden

Kyle Elliott

Gregory Q. Lonczak

James D. Awad

Douglas Krapf

Steve Bowery

David Wohlabaugh

Sharon Whitacre

Alexander Shannon

Joseph T. Adams

Emily Beiswenger

Kimberly A. Herbst

Marybeth L. Setele

Liz Piper

Nico Cefaratti

Dominic Caserio

Andrew Awad

Theodore J. Robbins

Jonathan A. Watts

David J. Rubis

David A. McClearn

Anthony G. Micheli

Wayne Wilbanks

Andrew Wallerstein

Cindy Steeb Mba, Jd

Bradley Knapp CFA, CAIA

The Investment and Trading Team at Clearstead is responsible for executing trades, managing alternative investments, conducting market research, and providing investment analysis to optimize portfolio performance for clients. The team leverages market insights and sophisticated strategies to ensure effective asset management and consistent return on investments.

Investment and Trading Team

Leadership Team

Managing Directors Team

Finance and Accounting

Investment and Trading Team

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Other teams at Clearstead

Leadership Team

Managing Directors Team

Finance and Accounting