Month: July 2024

We are thrilled to share that Clearstead has been named to Financial Advisor Magazine’s 50 Fastest Growing RIAs and America’s Top RIAs! We believe our focus on growth is beneficial to our clients, employees, and the firm as a whole. Our growth allows us to expand our teams and services offered so we can better … Clearstead Named To Financial Advisor Magazine’s 50 Fastest Growing RIAs And America’s Top RIAs

Kenneth Morgan has been named President and CEO of Clearstead Trust, LLC (“Clearstead Trust”), a Maine-chartered, non-depository Trust Company that offers trust and wealth management services to wealthy families, individuals, and related entities. Clearstead Trust is a wholly owned subsidiary of Clearstead Advisors, LLC, a Cleveland OH financial advisory firm with a total of $44 billion under … Kenneth Morgan Named President and CEO of Clearstead Trust, LLC.