Daniel J. Usay
Director, Project Management Office
Daniel joined Clearstead in 2021. As head of the Project Management Office, he ensures successful execution of projects, leads continuous improvement of project management processes, and aligns projects to overarching Clearstead strategic goals.
Daniel has over 10 years of experience in the financial service industry. He holds a Bachelor of Business Administration from Kent State University with a major in Economics.
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At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.
Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.
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