CLEARSTEAD ADVISORS, LLC of CLEVELAND, OH is an SEC-registered investment adviser (CRD 105674). Regulatory assets under management: $33.9B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Investment cos, Other.
Showing 25 of 47 people.
| Name | Role | Location |
|---|---|---|
| David Campbell Fulton | CHAIRMAN EMERITUS | — |
| Steven Francis Wolken | CHIEF COMPLIANCE OFFICER | — |
| Michael Peter Shebak | EXECUTIVE MANAGING DIRECTOR, ENTERPRISE SALES; HEAD OF INSTITUTIONAL CLIENT GROUP | — |
| Bradley David Knapp | CHIEF EXECUTIVE OFFICER, PRESIDENT | — |
| Carl Justin Tippit | CO-CHAIRMAN | — |
| Satricia Ann Rice | EXECUTIVE MANAGING DIRECTOR, PCS; HEAD OF PRIVATE CLIENT GROUP | — |
| Aneet Pradeep Deshpande | CHIEF INVESTMENT OFFICER | — |
| Wayne Freeman Wilbanks | EXECUTIVE MANAGING DIRECTOR, CAS; SENIOR MANAGING DIRECTOR | — |
| Matthew Alan Shannon | EXECUTIVE MANAGING DIRECTOR, ICS | — |
| Carolyn Elaine Raden | CHIEF FINANCIAL OFFICER | — |
| Brittney Jean Garrett | CHIEF TRANSFORMATION & CLIENT EXPERIENCE OFFICER | — |
| Margie Wright-Mcgowan | CHIEF HUMAN RESOURSCES OFFICER | — |
| Trent Matthew Meyerhoefer | CHIEF FINANCIAL OFFICER | — |
| WILBANKS WAYNE FREEMAN | SENIOR MANAGING DIRECTOR | — |
| RICE JUDY ANN | HEAD OF PRIVATE CLIENT GROUP | — |
| DAGOSTINO MICHAEL RALPH | PRESIDENT | — |
| ALTHANS GREGORY PAUL | MEMBER; SENIOR CONSULTANT; SENIOR MANAGING DIRECTOR | — |
| WALTER F CARL | DIRECTOR | — |
| TURNER BRADLEY EARL | CHIEF OPERATING OFFICER; SENIOR MANAGING DIRECTOR | — |
| TIPPIT CARL JUSTIN | CO-CHAIRMAN; SENIOR MANAGING DIRECTOR | — |
| HARTLAND THOMAS JAMES | CEO; CHAIRMAN AND CEO; EXECUTIVE CHAIRMAN (+1 more) | — |
| SUSTIN KENNETH STEVE | DIRECTOR | — |
| AINSWORTH RICHARD BARBER | DIRECTOR; SHAREHOLDER | — |
| BARTLETT JAMES | DIRECTOR | — |
| STERRETT CHRISTINE | CHIEF ADMINITRATIVE OFFICER, CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER (+1 more) | — |