Prosperity Capital Advisors
Clinton Pelfrey is a seasoned financial professional with extensive experience in institutional asset management and investment leadership. Since May 2011, Clinton has served as President & Chief Investment Officer at Prosperity Capital Advisors, additionally holding the role of Chief Compliance Officer and Partner. Prior positions include Chief Investment Officer and Chief Financial Officer at C2P Advisory Group, Senior Vice President and Senior Investment Officer at Huntington National Bank, and Senior Vice President and Director of Institutional Asset Management at Sky Trust, N.A. Clinton's career also features key roles at Mahoning National Bank, Mellon Private Asset Management, and PNC Bank. Educational credentials include an MBA in Economics from Widener University and a BSBA in Finance from The Ohio State University.
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Prosperity Capital Advisors
At Prosperity Capital Advisors (PCA), we provide more than just investments. We provide solutions to simplify and solve the complex challenges and opportunities you face as an investor every day. As an organization, we’re committed to looking at the big financial picture and providing congruent and holistic services to you. Financial products and portfolios should be used solely as instruments to help you obtain your overall financial goals and objectives. With the countless financial vehicles that are available today, a cohesive wealth management plan can work to identify gaps and inefficiencies to provide accurate product and portfolio recommendations. As such, financial planning is the foundational service that PCA provides. We offer you the one-on-one support you need from a fiduciary advisor – and a team of highly specialized professionals focused on your unique situation will help support the development of your plan behind the scenes, including CERTIFIED FINANCIAL PLANNERTM professionals, tax professionals, insurance agents and more.