Clearstead Employee Directory

Financial ServicesOhio, United States51-200 Employees

Clearstead enables wealthy families and leading institutions to meet their financial objectives and achieve their aspirations, building stronger futures for their families, their communities, and themselves.

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Clearstead Global Highlights

North America
207

United States Of America
207

Clearstead's Leadership

T. H.
Chief Executive Officer
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A. D.
Chief Investment Officer
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S. W.
Chief Compliance Officer - Clearstead Advisors, Llc (formerly Hartland & Co. Llc)
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M. S.
Head Of Institutional Consulting
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B. K.
President
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A. B.
Senior Managing Director, Partner - Clearstead
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J. P.
Senior Managing Director, Partner - Clearstead
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M. D.
Senior Managing Director / Partner
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Clearstead Employee Metrics

100%

50%

0%

2024

2023

Analytics
Finance
Operations
Consultant
Administrative
Other

Contact profiles from Clearstead

Name

Title

Contact Info

Location

Last Update

B. K.
President
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Email
Oct 30, 2024
A. B.
Senior Managing Director, Partner - Clearstead
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Email
United StatesOhio
Oct 31, 2024
A. D.
Chief Investment Officer
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Email
United StatesOhio
Oct 30, 2024
J. P.
Senior Managing Director, Partner - Clearstead
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Email
United StatesOhio
Oct 16, 2024
M. D.
Senior Managing Director / Partner
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Email
United StatesOhio
Nov 02, 2024
S. W.
Chief Compliance Officer - Clearstead Advisors, Llc (formerly Hartland & Co. Llc)
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Email
Oct 30, 2024
T. H.
Chief Executive Officer
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Email
United StatesOhio
Oct 21, 2024
A. D.
Director, Head Of Portfolio Management
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Email
UNITED STATES
Oct 18, 2024
A. D.
Managing Director, Head Of Portfolio Management
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Email
Oct 24, 2024
D. M.
Senior Managing Director, Research & Chief Economist
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Email
United StatesOhio
Oct 22, 2024

Frequently Asked Questions

What is Clearstead known for?

Clearstead operates in the Financial Services industry. The company's main headquarters is located in 1100 Superior Ave E Cleveland, Ohio 44114 US; you can contact the main corporate office by phone at

+1-216-831-****

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

What is Clearstead's most common email format?

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

How many employees does Clearstead have currently?

Clearstead has approximately 144 employees as of October 2024. These team members are located across 1 continents, including North America.

Who are Clearstead's key employees and leadership?

As of October 2024, Clearstead's key employees include:

Chief Executive Officer: T. H.
Chief Investment Officer: A. D.
Chief Compliance Officer - Clearstead Advisors, Llc (formerly Hartland & Co. Llc): S. W.
Head Of Institutional Consulting: M. S.
President: B. K.

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