Investing with Purpose

At the core of our investment philosophy is a deep commitment to independent, fundamental research. Our disciplined, bottom-up process blends the best of growth and value investing—identifying high-quality companies that demonstrate financial strength, consistent solid growth, and integrity in leadership, which provide solutions through their products and services. In addition to traditional quantitative analysis, we seek out forward-thinking management teams, sound governance practices, and leading environmental and social standards. These qualities form competitive advantages for the businesses that embrace them. For the income portion of our client portfolios, we build out a customized allocation of bond and income securities with a focus on stability and capital preservation. We complement our bottom-up approach with top-down research that takes into consideration the broad economic factors and trends that impact your investments.

Planning Peace of Mind

We begin by listening to understand your goals, values, and aspirations. From there, we develop a dynamic financial plan that helps you gain clarity and confidence as you look to the future. Through changing circumstances, we revisit assumptions and fine-tune your plan to keep it relevant and effective. This rigorous process, coupled with a long-standing relationship, provides meaning and context to the roadmap for your future well-being. We take a similar approach to estate planning, viewing it not as a one-time task, but as a long-term process. Whether you’re focused on multi-generational trusts, family foundations, charitable giving, or succession strategies, we work with you to create a cohesive, meaningful plan that reflects your values and ensures a smooth transfer of wealth.

Corporate Trustee

As a corporate trustee, we deliver an objective and solutions-oriented approach to trust management. Our practice emphasizes responsiveness, clarity, and care—balancing the interests of all beneficiaries, from minor children to multigenerational families. We listen, communicate, and exercise sound judgment in managing the essential fiduciary details. Our goal is to honor your intentions while ensuring your trust operates effectively for years to come.

Family Office Support

Many clients rely on Clearstead Avalon Trust to oversee the countless and crucial details of their complex financial lives. We provide comprehensive family office services—managing day-to-day financial matters, coordinating with advisors, and bringing the full picture into focus. Through our parent company, Clearstead Advisors, clients also have access to a large team of tax and planning professionals, offering expertise from tax preparation and filing to advanced tax and charitable planning strategies.


LOCATIONS

125 Lincoln Ave,
Suite 301
Santa Fe, NM 87501
(505) 983-1111

[email protected]

Andrew Wallerstein, Chief Executive Officer/Partner

Christine McDermott, CFA, Chief Investment Officer/Partner

Julia Peters, JD, Chief Counsel/Partner

Patrick Barry, JD, Senior Managing Director

Ariel Brunn, CFA, Investment Analyst/Portfolio Manager

Dan Burns, CFA, Senior Investment Analyst/Portfolio Manager

Cody Cravens, Operations Manager

Molly Damron, Client Services Manager

Andrea Dunick, Client Services Manager

David Hyun, CFA, Senior Investment Analyst/Portfolio Manager

Jake Matthews, Client Advisor/Sustainability Analyst

Nora Miller, CTFA, Senior Vice President, Client Services

Rhonda Willett Petty, Client Services Manager

Christian Trout, CFA, Senior Managing Director, Equity Research/Portfolio Manager


65 N Maple Avenue,
Suite 300
Ridgewood, NJ 07450
(201) 251-9553

[email protected]

Brian Marra, Senior Managing Director

Stacey Pinkwater, Client Services Manager


525 3rd Street,
Suite 200
Lake Oswego, OR 97034
(503) 417-3481

[email protected]

J.T. Closi, CFP®, Managing Director


Let's Start the Conversation

If you’re looking for a partner who offers clarity, insight, and enduring commitment, we invite you to reach out.