David C. Fulton, Jr., CFA

David C. Fulton, Jr., CFA

Dave Fulton, CFA, is Chairman Emeritus and serves on the Board of Directors for Clearstead.  Prior to this role, he served as Chief Executive Officer and led significant growth in the firm’s revenues and earnings, as well as the number of employees and assets under advisement. Dave has been in the financial advisory business for over thirty years and has led several firms to significant growth.

He is a Trustee and former Chairman of the Board of University School, and a Trustee of the Lake View Cemetery Association, the Shaker Lakes Foundation, and BVU, Inc.  Dave holds the Chartered Financial Analyst designation and is a graduate of Amherst College and The Tuck School of Business at Dartmouth.