Emma G. Traggiai
Client Planning Associate
Emma joined Clearstead in 2024. She is responsible for providing high net worth clients analytical support in all aspects of tax, financial planning, and investment management.
Emma holds a bachelor’s degree in Financial Planning and Wealth Management from John Carroll University. Prior to joining Clearstead, she served as a Financial Services Intern for Clearstead, where she participated in a rotational program throughout the firm.
YOUR FUTURE IN FOCUS
At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.