Clearstead Continues Commitment to Advisor Growth

Albert Leshinsky Joins Firm to Lead Advisor Recruitment Efforts

Cleveland, Ohio – March 31, 2025 – Clearstead Advisors, LLC (“Clearstead”) today announced that Albert Leshinsky has joined the firm as Senior Managing Director, Advisor Recruiting. An accomplished recruiting professional with a history of recruiting successful high-net worth investment advisors, Albert brings a significant experience in several corporate functions including finance, strategic projects, and advisor recruiting.

In this role, Albert will work closely with the Clearstead leadership team to manage all aspects of advisor hiring, which includes initial recruitment activities as well as ensuring new advisors experience a successful transition to Clearstead.

Drawing on more than 18 years of wealth management expertise, Albert joins Clearstead from JP Morgan Chase where he served as Head of JPMA Advisor Recruiting, Vice President. Albert also spent three years as Deputy Head of Wealth Manager Recruiting at First Republic Private Wealth Management. Before joining First Republic, he held numerous leadership roles involving advisor recruiting and other responsibilities for UBS Wealth Management where he spent the majority of his career.

“Albert is a people-centric leader who has continually demonstrated his passion for people and recruiting strong teams. We look forward to his contributions to our collaborative culture and commitment to attracting talented advisors as the organization continues to grow,” said Clearstead Chief Executive Officer Brad Knapp.

Albert is a graduate of the University of Maryland, R.H. Smith School of Business.

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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 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:

mbarkett@fallsandco.com