Clearstead Announces Personnel Moves
Cleveland, Ohio – February 17, 2025 – Clearstead Advisors, LLC (“Clearstead”) today announced that Margie Wright-McGowan has joined the firm as Chief Human Resources Officer.
Margie is an extremely accomplished Human Resources professional with executive leadership experience in organizations of all sizes. She has great depth of knowledge and expertise in aligning Talent Management plans with company strategy as well as advising and coaching managers. She joins Clearstead from the Federal Reserve Bank of Cleveland in the role of Executive Vice President and Chief Human Resource Officer. Margie held prior Human Resource leadership positions as well for Vitamix, Siemens AG, and Dade Behring.
Margie is passionate about people, organization and talent development while driving a positive and engaged workforce. Her skills and expertise include compensation & benefits, human capital assessments & development, company human capital policies and practices, in addition to talent acquisition, engagement, and retention. Margie will help foster, champion and advance a highly relationship-oriented and client focused culture.
Margie is a graduate of Ohio University with a Bachelor of Arts in Political Science. She is a graduate of the Strategic Management Program at Yale University as well as the Human Resource Development Program at the University of Michigan. She is active on several community boards throughout Northeast Ohio and intends to remain so during her transition to Clearstead.
Clearstead also announced that Matthew Shannon, CIMA®, has been promoted to Executive Managing Director and Head of Institutional Consulting Services for Clearstead. Matt joined Clearstead in late 2023 as part of an eight-person team from a wealth management firm based in Hudson, Ohio. There he and the Legacy team had a significant focus on advising and managing institutional assets for major institutions across the Midwest. He brings extensive sales and management experience to our well-established ICS team. Matt’s family roots of advising institutional clients span 30 years.
“We are particularly excited to have these new Clearstead leaders in these important roles at our growing firm. I look forward to helping them advance our One Clearstead approach to further integrate our firm’s services for the benefit of our clients and our talented employees,” said Clearstead CEO Brad Knapp.
About Clearstead Advisors, LLC: Founded in 1989, Cleveland-based Clearstead is a rapidly growing financial advisory firm advising over $47* billion for private clients and institutions. For thousands of private clients – families, individuals, and related entities – Clearstead integrates financial planning, tax planning and preparation, family office, and trust administration services with research-driven investment management. Clearstead also serves 250+ institutional clients – endowments and foundations, healthcare organizations, colleges and universities, and retirement funds – by developing investment policy and asset allocation, selecting investments, and reporting on performance and policy compliance. For more information, visit www.clearstead.com
*Includes the assets of Clearstead Trust and Avalon Trust, which are not registered with the SEC.
Contact Matt Barkett for Clearstead: