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Clearstead Avalon Trust Employee Directory

Investment ManagementNew Mexico, United States11-50 Employees

The firm positions itself at the intersection of investment management and trusted fiduciary administration, offering expertise in managing trust assets within a framework that supports wealth planning and fiduciary stewardship for its client base.

Find Clearstead Avalon Trust employees' phone numbers or email addresses

Clearstead Avalon Trust Global Highlights

Location
Employees

North America
25

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  • United States Of America
    25

Africa
1

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  • Malawi
    1

Clearstead Avalon Trust's Leadership

  • Chief Investment Officer at Clearstead Avalon Trust
    C. T.
    Chief Investment Officer
  • Portfolio Manager / Investment Analyst at Clearstead Avalon Trust
    A. B.
    Portfolio Manager / Investment Analyst
  • Senior Client Service Administrator at Clearstead Avalon Trust
    S. P.
    Senior Client Service Administrator

Clearstead Avalon Trust Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Legal
  • Other

Contact profiles from Clearstead Avalon Trust

Name
Title
Contact
Location
Last Update
  • Chief Investment Officer at Clearstead Avalon Trust
    C. T.
    Chief Investment Officer
    Oct 16, 2024
  • Portfolio Manager / Investment Analyst at Clearstead Avalon Trust
    A. B.
    Portfolio Manager / Investment Analyst
    Apr 16, 2026
  • Senior Client Service Administrator at Clearstead Avalon Trust
    S. P.
    Senior Client Service Administrator
    Jun 28, 2026

Frequently Asked Questions

What is Clearstead Avalon Trust known for?

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Clearstead Avalon Trust was founded in 1998 and operates in the Investment Management industry. You can contact Clearstead Avalon Trust's main corporate office by phone at . Explore Clearstead Avalon Trust's company overview page for more information.

What is Clearstead Avalon Trust's most common email format?

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Clearstead Avalon Trust employees' email format typically follows the pattern of FLast@avalontrust.com. Trying to find reliable and up-to-date employee contact data? Find more Clearstead Avalon Trust email formats with LeadIQ.

How many employees does Clearstead Avalon Trust have currently?

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Clearstead Avalon Trust has approximately 19 employees as of August 2026. These team members are located across 2 continents, including North America and Africa.

Who are Clearstead Avalon Trust's key employees and leadership?

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As of August 2026, Clearstead Avalon Trust's key employees include:

  • Chief Investment Officer: C. T.
  • Portfolio Manager / Investment Analyst: A. B.
  • Senior Client Service Administrator: S. P.

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