The Leadership Team at Clearstead comprises high-level executives overseeing various departments, including investment consulting, private wealth management, trusts and estates, tax, information technology, compliance, and HR. These professionals guide Clearstead's strategic vision, ensure operational efficiency, and foster client relationships, while maintaining the firm's commitment to excellence and growth in the financial services sector.
Aneet Deshpande
Chief Investment Officer, Exec...
Cindy Steeb
Senior Managing Director
Cindy Steeb Mba, Jd
Senior Managing Director Trust...
Dave Fulton
Co-Chairman and CEO
Dennis Kasper
Managing Director Information ...
Jane Battes
Senior Managing Director, HR
Joseph Boushelle
Senior Managing Director
Michael Moss
Senior Managing Director, Part...
Steve Wolken
Chief Compliance Officer
Trent Meyerhoefer
Chief Financial Officer
View all