What departments does Clearstead have?

Clearstead has employees across 9 departments including Marketing, Human Resources, Research, Information Technology, Analytics.

What is the largest department at Clearstead?

The largest department at Clearstead is Information Technology with 4 employees.

Where are Clearstead employees located globally?

Clearstead has employees across 2 continents and 2 countries including Germany, United States Of America.

How has Clearstead's team size changed over time?

Clearstead's team has decreased from approximately 163 to 160 employees based on available data.

Clearstead Employee Directory

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

Clearstead's key employees include: Principal Chief Executive Officer: R. B., Chief Compliance Officer - Clearstead Advisors, Llc (formerly Hartland & Co. Llc): S. W..

Financial ServicesOhio, United States201-500 Employees

Clearstead is a financial advisory firm that provides personalized wealth management and investment consulting. It serves wealthy families and leading institutions, addressing all facets of wealth management to meet current needs and support long-term prosperity for families, institutions, and communities.

Based in Cleveland, Ohio, Clearstead operates within the financial services sector and maintains a mid-sized advisory staff. In February 2026, Clearstead Advisors, LLC completed the acquisition of The Clarius Group, a Seattle-based multi-family office serving ultra-high-net-worth individuals and families, expanding its client reach.

Clearstead Global Highlights

North America
233

United States Of America
233

Europe
1

Germany
1

Clearstead's Leadership

S. W.
Chief Compliance Officer - Clearstead Advisors, Llc (formerly Hartland & Co. Llc)
Mobile Phone
Email
R. B.
Principal Chief Executive Officer
Mobile Phone
Email
J. P.
Senior Managing Director, Partner - Clearstead
Mobile Phone
Email
A. F.
Senior Managing Director, Partner, Integration And Planning
Mobile Phone
Email
A. D.
Director, Head Of Portfolio Management
Mobile Phone
Email
M. K.
Director, Private Markets
Mobile Phone
Email
T. G.
Managing Director
Mobile Phone
Email
T. R.
Senior Managing Director And Shareholder
Mobile Phone
Email

Clearstead Employee Metrics

100%

50%

0%

2026

2025

Analytics
Finance
Operations
Consultant
Administrative
Other
Human Resources
Information Technology
Banking
Accounting
Community & Social Services

Contact profiles from Clearstead

Name

Title

Contact Info

Location

Last Update

G. H.
Institutional Group Client Service Associate
Mobile Phone
Email
Oct 16, 2024
K. H.
Police Officer
Mobile Phone
Email
Oct 17, 2024
M. B.
Corporate Development Associate
Mobile Phone
Email
Oct 17, 2024
S. L.
Associate, Reporting And Operations Clearstead (formerly Hartland)
Mobile Phone
Email
Oct 23, 2024
T. Z.
Planning Associate
Mobile Phone
Email
Oct 22, 2024
M. S.
Executive Managing Director, Head Of Institutional Consulting
Mobile Phone
Email
Feb 23, 2026
S. L.
Senior Managing Director, Wealth Technology
Mobile Phone
Email
United StatesVirginia
May 27, 2026
J. A.
Contractor- Data Integrity
Mobile Phone
Email
Germany
Apr 14, 2026
O. H.
Associate Consultant, Institutional Consulting Group
Mobile Phone
Email
United StatesPennsylvania
Oct 28, 2025

Frequently Asked Questions

What is Clearstead known for?

Clearstead was founded in 1989 operates in the Financial Services industry. The company's main headquarters is located in 1100 Superior Avenue East Suite 700 Cleveland, Ohio 44114 United States; 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 213 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Clearstead's key employees and leadership?

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

Chief Compliance Officer - Clearstead Advisors, Llc (formerly Hartland & Co. Llc): S. W.
Principal Chief Executive Officer: R. B.
Senior Managing Director, Partner - Clearstead: J. P.
Senior Managing Director, Partner, Integration And Planning: A. F.
Director, Head Of Portfolio Management: A. D.

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Clearstead Employee Directory

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