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Clearstead Employee Directory

Financial ServicesOhio, United States201-500 Employees

Clearstead has about 226 employees, nearly all of them in North America. Banking and Finance make up over half of the profiles with a known department. Clearstead's workforce spans 8 departments. Clearstead's workforce grew 12% between July 2025 and July 2026.

Find Clearstead employees' phone numbers or email addresses

Clearstead Global Highlights

Location
Employees

North America
238

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  • United States Of America
    238

Europe
1

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  • Germany
    1

Clearstead's Leadership

  • Chief Compliance Officer - Clearstead Advisors, Llc (formerly Hartland & Co. Llc) at Clearstead
    S. W.
    Chief Compliance Officer - Clearstead Advisors, Llc (formerly Hartland & Co. Llc)
  • Senior Managing Director And Shareholder at Clearstead
    T. R.
    Senior Managing Director And Shareholder
  • Managing Director at Clearstead
    J. T.
    Managing Director
  • Managing Director Of Human Resources at Clearstead
    K. R. H.
    Managing Director Of Human Resources
  • Executive Managing Director, Head Of Institutional Consulting at Clearstead
    M. S.
    Executive Managing Director, Head Of Institutional Consulting
  • Senior Managing Director, Partner - Clearstead at Clearstead
    J. P.
    Senior Managing Director, Partner - Clearstead
  • Senior Managing Director, Partner, Integration And Planning at Clearstead
    A. F.
    Senior Managing Director, Partner, Integration And Planning
  • Managing Director at Clearstead
    D. W.
    Managing Director

Clearstead Employee Metrics

100%
50%
0%
2026
2025
  • Analytics
  • Finance
  • Operations
  • Consulting
  • Administrative
  • Other
  • Human Resources
  • Information Technology
  • Banking
  • Accounting
  • Community & Social Services
  • Business

Banking is the largest department at 82% of profiles with a known department, up from 0% in July 2025, followed by Finance (9%, down from 13%) and Accounting (3%, down from 4%).

Contact profiles from Clearstead

Name
Title
Contact
Location
Last Update
  • Senior Managing Director And Shareholder at Clearstead
    T. R.
    Senior Managing Director And Shareholder
    Oct 28, 2025
  • Managing Director at Clearstead
    J. T.
    Managing Director
    Jun 29, 2026
  • Managing Director Of Human Resources at Clearstead
    K. R. H.
    Managing Director Of Human Resources
    Sep 06, 2026
  • Executive Managing Director, Head Of Institutional Consulting at Clearstead
    M. S.
    Executive Managing Director, Head Of Institutional Consulting
    Sep 27, 2026
  • Chief Compliance Officer - Clearstead Advisors, Llc (formerly Hartland & Co. Llc) at Clearstead
    S. W.
    Chief Compliance Officer - Clearstead Advisors, Llc (formerly Hartland & Co. Llc)
    Sep 18, 2026
  • Senior Managing Director, Partner - Clearstead at Clearstead
    J. P.
    Senior Managing Director, Partner - Clearstead
    Aug 31, 2026
  • Senior Managing Director, Partner, Integration And Planning at Clearstead
    A. F.
    Senior Managing Director, Partner, Integration And Planning
    Oct 23, 2024
  • Managing Director at Clearstead
    D. W.
    Managing Director
    Oct 02, 2026
  • Senior Managing Director, Private Client Group at Clearstead
    E. B.
    Senior Managing Director, Private Client Group
    Jan 22, 2025
  • Senior Managing Director at Clearstead
    J. A.
    Senior Managing Director
    Oct 23, 2024

Frequently Asked Questions

What are the largest departments at Clearstead?

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Banking is the largest department at 82% of profiles with a known department, up from 0% in July 2025, followed by Finance (9%, down from 13%) and Accounting (3%, down from 4%). Clearstead's workforce spans 8 departments.

How has Clearstead's workforce changed over the past year?

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Clearstead's workforce grew 12% between July 2025 and July 2026. Banking's share of profiles with a known department rose from 0% to 82%.

How many employees does Clearstead have currently?

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Clearstead has approximately 226 employees as of October 2026. These team members are located across 2 continents, including North America and Europe.

Who are Clearstead's key employees and leadership?

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As of October 2026, Clearstead's key employees include:

  • Chief Compliance Officer - Clearstead Advisors, Llc (formerly Hartland & Co. Llc): S. W.
  • Senior Managing Director And Shareholder: T. R.
  • Managing Director: J. T.
  • Managing Director Of Human Resources: K. R. H.
  • Executive Managing Director, Head Of Institutional Consulting: M. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Clearstead's most common email format?

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

What is Clearstead known for?

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Clearstead was founded in 1989 and operates in the Financial Services industry. You can contact Clearstead's main corporate office by phone at . Explore Clearstead's company overview page for more information.

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