Kenneth R. Morgan, CFP®, CIMA®, CTFA, AEP®, CEPA

Kenneth R. Morgan, CFP®, CIMA®, CTFA, AEP®, CEPA

Ken joined Clearstead Trust in 2024 and brings with him more than 20 years of experience in the wealth management industry. As President and CEO of Clearstead Trust, Ken’s primary duties include overseeing all operations, ensuring compliance with financial regulations, and developing strategic initiatives to drive growth. He is responsible for cultivating client relationships, managing risk, and leading a team of professionals dedicated to delivering exceptional service. Additionally, Ken works directly with a limited number of families, providing personalized wealth management solutions tailored to their unique needs. 

Prior to joining Clearstead Trust, Ken had served as Head of PCG Sales and Strategy at Clearstead Advisors, LLC in Cleveland, OH. Additionally, Ken previously had a distinguished career with Hawthorn/PNC Private Bank in Cleveland, OH and Wells Fargo Wealth Management (formerly Wachovia Private Bank) in Greenwich, CT. He holds a degree in Mathematics & Statistics from the University of Connecticut and an M.B.A in Finance from the University of New Haven. Ken holds several designations including the CFP®, CIMA®, AEP®, CEPA and CTFA.