Caitlin joined Clearstead in 2024 as a Managing Director in the Private Client Group. As an advisor, Caitlin collaborates with clients and their families to develop comprehensive wealth plans that identify and accomplish their unique goals. Caitlin takes a thoughtful approach to planning and has a deep understanding of the complex needs of high-net-worth individuals and their families. She focuses on advising clients on retirement and income planning, equity compensation, and executive benefit strategies and wealth transfer.

Prior to joining Clearstead, Caitlin was a Vice President and Financial Advisor at UBS and Fidelity Investments in Cleveland. After attending Beaumont School, Caitlin graduated from St. Bonaventure University with a degree in Finance & Economics. Caitlin is an active member in the local community and a member of the Beaumont School Alumni Engagement & Advancement Committee, Ambassador Committee member for the First Tee of Cleveland, and volunteers with A Special Wish Cleveland and the American Heart Association.