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

The Operations Team at Clearstead ensures seamless functioning across various departments by managing IT infrastructure, streamlining enterprise operations, and supporting administrative functions. They play a crucial role in optimizing processes, maintaining data integrity, and facilitating communication to enhance the firm's institutional investment consulting and private wealth management services.

Operations Team

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.

Leadership Team

The Managing Directors Team at Clearstead oversees strategic decision-making, client relationship management, and the implementation of investment consulting and wealth management services. This team ensures optimal performance of the firm's operations, drives growth initiatives, and upholds Clearstead's standard of excellence in both institutional and private wealth sectors.

Managing Directors Team

The Finance and Accounting Team at Clearstead provides essential financial management services, including tax planning and compliance, financial reporting and analysis, and investment performance reporting. This team ensures accurate financial records, supports strategic financial decisions for both institutional and private clients, and ensures compliance with regulatory requirements. Through meticulous analysis and reporting, they help optimize investment strategies and maintain Clearstead's financial health.

Finance and Accounting

The Client Services Team at Clearstead plays a pivotal role in delivering exceptional service to both institutional and private wealth clients. This team is responsible for managing client relationships, responding to client inquiries, preparing and monitoring investment documentation, and ensuring a seamless and personalized client experience. They work closely with other departments to coordinate and execute client-focused initiatives, ensuring that client needs and expectations are met with the highest level of professionalism and efficiency.

Client Services Team

The Planning Team at Clearstead is responsible for developing and implementing comprehensive financial strategies tailored to the unique needs of clients. This team works collaboratively to provide expert advice on tax efficiency, estate planning, and investment management, ensuring clients achieve their financial goals. Additionally, the team integrates these services seamlessly across Clearstead's various departments to deliver a cohesive and well-coordinated client experience.

Planning Team

The Portfolio Management Team at Clearstead is responsible for developing, implementing, and monitoring investment strategies tailored to client needs. This involves conducting research, analyzing market trends, and managing asset allocation to optimize portfolio performance. The team ensures that client portfolios are aligned with their financial goals and risk tolerance, providing regular updates and performance reports.

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Leadership Team

Managing Directors Team

Finance and Accounting