Clearstead Avalon Trust Employee Directory

Q: What is Clearstead Avalon Trust known for?

Clearstead Avalon Trust was founded in 1998. Clearstead Avalon Trust operates in the Investment Management industry.

Q: How many employees does Clearstead Avalon Trust have currently?

Clearstead Avalon Trust has approximately 19 employees.

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

Clearstead Avalon Trust's key employees include: President And Chief Executive Officer: A. W., Chief Investment Officer: C. T., Chief Financial Officer: R. A., Chief Counsel & Partner: J. P., Founder: A. C..

Investment ManagementNew Mexico, United States11-50 Employees

Founded in 1998, Clearstead Avalon Trust is a state of New Mexico-chartered trust company, which is wholly owned by Clearstead Advisors, a financial advisory firm headquartered in Cleveland, OH.

For families and individuals with trust assets, Clearstead Avalon Trust offers the expertise of an investment firm and wealth planning practice, with the resources of a trust company, serving individuals, families, trusts, and foundations. Our approach enables us to craft carefully considered solutions for each client — a product of our best thinking.

Find Clearstead Avalon Trust employees' phone numbers or email addresses

Clearstead Avalon Trust Global Highlights

North America
22

United States Of America
22

Africa
1

Malawi
1

Clearstead Avalon Trust's Leadership

C. T.
Chief Investment Officer
Mobile Phone
Email
R. A.
Chief Financial Officer
Mobile Phone
Email
J. P.
Chief Counsel & Partner
Mobile Phone
Email
A. W.
President And Chief Executive Officer
Mobile Phone
Email
A. C.
Founder
Mobile Phone
Email
N. M.
Vice President, Senior Trust Officer
Mobile Phone
Email
B. M.
Senior Vice President
Mobile Phone
Email
P. B.
Senior Managing Director
Mobile Phone
Email

Contact profiles from Clearstead Avalon Trust

Name

Title

Contact Info

Location

Last Update

A. C.
Founder
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
A. W.
President And Chief Executive Officer
Mobile Phone
Email
UNITED STATES
Sep 15, 2025
C. T.
Chief Investment Officer
Mobile Phone
Email
Oct 16, 2024
R. A.
Chief Financial Officer
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
N. M.
Vice President, Senior Trust Officer
Mobile Phone
Email
United StatesNew Mexico
Oct 20, 2025
B. M.
Senior Vice President
Mobile Phone
Email
UNITED STATES
Oct 23, 2024
P. B.
Senior Managing Director
Mobile Phone
Email
United StatesNew Mexico
Oct 19, 2025
T. C.
Independent Director
Mobile Phone
Email
United StatesFlorida
Oct 21, 2025
A. B.
Portfolio Manager / Investment Analyst
Mobile Phone
Email
Oct 23, 2025
C. C.
Operations Manager
Mobile Phone
Email
Nov 11, 2025

Frequently Asked Questions

What is Clearstead Avalon Trust known for?

Clearstead Avalon Trust was founded in 1998 operates in the Investment Management industry. The company's main headquarters is located in 125 Lincoln Avenue, Suite 301; you can contact the main corporate office by phone at

+1-505-983-****

. Explore Clearstead Avalon Trust's company overview page for more information.

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

Clearstead Avalon Trust employees' email format typically follows the pattern of . 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?

Clearstead Avalon Trust has approximately 19 employees as of December 2025. These team members are located across 2 continents, including North AmericaAfrica.

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

As of December 2025, Clearstead Avalon Trust's key employees include:

Chief Investment Officer: C. T.
Chief Financial Officer: R. A.
Chief Counsel & Partner: J. P.
President And Chief Executive Officer: A. W.
Founder: A. C.

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