July 7, 2023 | In The News
July 7, 2023 Author: Tony Micheli, CPA, Senior Managing Director, Tax View a PDF copy of this update here. On July 4, 2023, Ohio Governor Mike DeWine signed legislation enacting the state operating budget for the biennium ending June 30, 2025. The legislation...
March 28, 2023 | In The News
Keeping track of everything is key when leading many administrative functions for a department, which Karen Buckley, Institutional Coordinator, has mastered to support the daily activities of Clearstead’s Institutional Consulting group and earn her the recognition as...
January 11, 2023 | In The News
January 11, 2023 CLEARSTEAD’S GROWTH Since its founding in 1989, Clearstead has grown to become a prominent private client and institutional wealth advisory firm. Today, we have over 130 employees, and most of our senior leadership professionals are...
March 23, 2022 | In The News
Upholding the firm’s brand, leading strategic initiatives, and meeting the needs of each professional within the firm requires creativity, organization, and attention to detail. For Monica Fletcher, Senior Associate, Marketing, it is those skills that help her succeed...
November 18, 2021 | In The News
November 18, 2021 By Sarah Parker, AIF®, Senior Managing Director & Shareholder and Kristen Low, Associate Consultant The Department of Labor (DOL) proposed a new rule on October 13, 2021, titled “Prudence and Loyalty in Selecting Plan Investments and Exercising...
May 5, 2021 | In The News
May 5th, 2021 By Aneet Deshpande, CFA, Chief Investment Strategist and Dan Meges, Managing Director of Equity THE FISCAL RESPONSE TO THE PANDEMIC The federal government has now spent $5.2tn in stimulus in order to support and stimulate the U.S. economy. In...
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