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

Mario Mastroianni

John Hartman

Kenneth R. Morgan

Caroline Pace

George Millich

Susan Foster

James Barsella

Sarah Larkin

Maria Salova

Mike Mclelland

Tom McNally

Mitchell R. Herringshaw

Theresa Garber

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

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

Carl Tippit

Steve Wolken

Michael P. Shebak III

Jane Battes

Cindy Steeb

Trent Meyerhoefer

Leadership Team

Managing Directors Team

Finance and Accounting

Client Services Team

Planning Team

Operations Team

Clearstead

Org chart

Teams

Leadership Team

Managing Directors Team

Finance and Accounting

Client Services Team

Planning Team

Operations Team

Offices

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