Gina Gurganus, CFP®

Gina Gurganus, CFP®

Gina joined Clearstead in 2022 with over five years of asset management and client service experience. As a Managing Director of Private Client Services, Gina oversees several family and individual private client relationships, leveraging her technical expertise to integrate financial and estate planning, tax planning and family education with investments for her clients.

Prior to joining Clearstead, Gina was an Assistant Vice President, Business Development Officer at PNC Institutional Asset Management in Philadelphia. Gina earned a B.S. in Finance from Duquesne University and has held the Certified Financial Planner (CFP®) designation since 2021.