Clearstead

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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

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Dave Fulton

Co-Chairman and CEO

Dave Fulton

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Carl Tippit

Co-Chairman

Kenneth R. Morgan

President & CEO, Clearstead Trust

Bradley Knapp CFA, CAIA

President

Trent Meyerhoefer

Chief Financial Officer

Steve Wolken

Chief Compliance Officer

Andrew Wallerstein

CEO, Avalon Trust

Michael P. Shebak III

EMD, Head of Institutional Client Group

Wayne Wilbanks

Executive Managing Director

Cindy Steeb

Senior Managing Director

Jane Battes

Senior Managing Director, HR

Cindy Steeb Mba, Jd

Senior Managing Director Trust Administration Services

Anthony G. Micheli

Senior Managing Director

David A. McClearn

Senior Managing Director

David J. Rubis

Senior Managing Director

Jonathan A. Watts

Senior Managing Director, Tax

Theodore J. Robbins

Senior Managing Director

Shirley Baldwin

Senior Managing Director

Steve Bowery

Senior Managing Director

Douglas Krapf

Senior Managing Director

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

Matthew Shannon

Senior Managing Director

Managing Director

Managing Director

Managing Director

Managing Director

Managing Director

Managing Director

Managing Director

Managing Director

Managing Director

Managing Director

MD, Information Technology Operations

Theresa Garber

MD, Operations & Integration

Mitchell R. Herringshaw

Senior MD, Enterprise Operations

Tom McNally

MD, Trading

George Millich

Managing Director, Trusts & Estates

John Hartman

Managing Director

Don Hess

MD, Daily Investment Operations

Mario Mastroianni

MD, Enterprise Business Development

Joseph T. Adams

Director

Alexander Shannon

Director, Business Development

Director

Director

Director

Director, Alternative Investments

Ana Gomes

Director, Financial Reporting & Analysis

Maria Salova

Director, Marketing & Brand

Sarah Larkin

Director, Reporting

Caroline Pace

Director

Danny Pizetoski

Senior Portfolio Manager & Research

Patrick Spittler

Senior Portfolio Manager

Abigail C. Kirk

Associate Portfolio Manager

Suzanne Morris

Project Manager

Jacob Voight

Associate Portfolio Manager

Susan Foster

Executive Assistant

Dresden Moll

Trust Services Coordinator

Jackie Nugent

Salesforce CRM, Team Lead

Jennifer Lucas

Office Administrator

Kimberly A. Herbst