Abby joined Clearstead’s Private Client Group as an Associate Portfolio Manager in 2024. She is responsible for proactive portfolio rebalancing, cash management, portfolio compliance, and strategic asset allocation decisions. She also helps facilitate central trading and oversight. 

Abby holds a bachelor’s degree in Financial Planning/Wealth Management and Finance from John Carroll University. Prior to joining Clearstead full-time, Abby served as a Financial Services Intern for Clearstead where she participated in a rotational program throughout the firm. Abby is currently pursuing the CFP certification.