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Clearstead

3 followers

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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.

Employees

51-200

Links

Org chart

DF
Dave Fulton
Co-Chairman and CEO

Dave Fulton

Collapse
CT
Carl Tippit
Co-Chairman
Kenneth R. Morgan
President & CEO, Clearstead Trust
Bradley Knapp CFA, CAIA
President
TM
Trent Meyerhoefer
Chief Financial Officer
SW
Steve Wolken
Chief Compliance Officer
Andrew Wallerstein
CEO, Avalon Trust
MI
Michael P. Shebak III
EMD, Head of Institutional Client Group
Wayne Wilbanks
Executive Managing Director
CS
Cindy Steeb
Senior Managing Director
JB
Jane Battes
Senior Managing Director, HR
CJ
Cindy Steeb Mba, Jd
Senior Managing Director Trust Administration Services
AM
Anthony G. Micheli
Senior Managing Director
DM
David A. McClearn
Senior Managing Director
David J. Rubis
Senior Managing Director
JW
Jonathan A. Watts
Senior Managing Director, Tax
TR
Theodore J. Robbins
Senior Managing Director
SB
Shirley Baldwin
Senior Managing Director
Steve Bowery
Senior Managing Director
Douglas Krapf
Senior Managing Director
JA
James D. Awad
Senior Managing Director
Gregory Q. Lonczak
Senior Managing Director
James Barsella
Senior Managing Director
Kyle Elliott
Senior Managing Director
Mark Warden
Senior Managing Director
Roger Scheffel
Senior Managing Director
MS
Matthew Shannon
Senior Managing Director
Sharon Whitacre
Managing Director
David Wohlabaugh
Managing Director
Wayne House
Managing Director
Dan Powell
Managing Director
Paul Ferwerda
Managing Director
Amie Baty
Managing Director
Scott McCluney
Managing Director
Connor Fanney
Managing Director
Joseph Baranek
Managing Director
Theresa Garber
MD, Operations & Integration
Mitchell R. Herringshaw
Senior MD, Enterprise Operations
Tom McNally
MD, Trading
GM
George Millich
Managing Director, Trusts & Estates
JH
John Hartman
Managing Director
MM
Mario Mastroianni
MD, Enterprise Business Development
Joseph T. Adams
Director
Alexander Shannon
Director, Business Development
Sophia Ivancich
Director
Brianna Shughrou
Director
Kurt Evertz
Director
Mike Mclelland
Director, Alternative Investments
Maria Salova
Director, Marketing & Brand
Sarah Larkin
Director, Reporting
Caroline Pace
Director
Susan Foster
Executive Assistant

Teams

CS
DF
JB
+42

Leadership Team

45 members

AD
CS
CJ
+37

Managing Directors Team

40 members

+28

Finance and Accounting

31 members

AS
+26

Client Services Team

29 members

+27

Planning Team

30 members

DM
JL
+15

Operations Team

18 members

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