Haley J. Schubert, CFA, CFP®

Haley J. Schubert, CFA, CFP®

Haley is a Partner and Managing Director of Private Client Services at Clearstead.  She serves as an advisor to affluent multi-generational families coordinating investment management, trust and estate planning, tax planning, and family office services.  Haley’s specific area of expertise is investment management. She is responsible for the development and management of investment policy, asset allocation, manager selection, and portfolio monitoring for private clients.

Prior to joining Clearstead, Haley was an Assistant Vice President, Investment Advisor with PNC Wealth Management in Cleveland. Haley holds a Bachelor of Science in Finance and Accounting from Miami University. She holds the Certified Financial Planner (CFP®) designation, the Chartered Financial Analyst (CFA®) designation, and is an active member of the CFA Society of Cleveland.

Haley is a board member of the Rainbow Babies & Children’s Foundation Associate Board and has served two terms as board Treasurer on the executive committee. She is also on the Ambassador Committee of First Tee – Cleveland