Clearstead Avalon Trust
Clearstead Avalon Trust was founded in Santa Fe, New Mexico in 1998 to serve individuals and families seeking a more personalized alternative to traditional, one-size-fits-all financial offerings. From the beginning, clients turned to Clearstead Avalon Trust for clarity across all aspects of their financial lives—entrusting us to provide tailored and carefully considered solutions, sound advice, and a relationship grounded in long-term alignment.
Today, that founding commitment remains central to our work. As a New Mexico–chartered trust company wholly owned by Clearstead Advisors, we serve individuals, families, trusts, foundations and non-profits with integrated investment, planning, and fiduciary solutions. Our focus allows us to be innovative and nimble in ever changing environments. We think critically, employ creative approaches and access a breadth of resources on behalf of clients, creating a collaborative partnership.
Clearstead Avalon Trust is a wholly owned subsidiary of Clearstead Advisors, LLC and is not registered with the SEC.
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
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
Brian Marra, Senior Managing Director
Stacey Pinkwater, Client Services Manager
525 3rd Street,
Suite 200
Lake Oswego, OR 97034
(503) 417-3481
J.T. Closi, CFP®, Managing Director