Dedicated Expertise, National Impact
At Clearstead, our team combines deep local knowledge with a national perspective to deliver personalized financial guidance wherever you are. With offices across key regions, we’re here to support your goals with the expertise, dedication, and accessibility you expect from a trusted partner.
Our dedicated leaders and seasoned professionals provide exceptional client service, guidance, and personalized support. Explore the people behind Clearstead’s commitment to your financial success below.
David C. Fulton, Jr., CFA
Chairman Emeritus
Carl J. Tippit, CFA
Co-Chairman
Gregory P. Althans, CPA/PFS, CFP®
Vice Chairman, Head of Wealth Strategy
Bradley D. Knapp, CFA, CAIA
President & CEO
Trent M. Meyerhoefer
Chief Financial Officer
Margie Wright-McGowan
Chief Human Resources Officer
Aneet P. Deshpande, CFA
Chief Investment Officer, Executive Managing Director
Satricia A. Rice, JD, CFA, CIMA®
Executive Managing Director and Head of Private Client Group
Michael P. Shebak III
Executive Managing Director and Head of Enterprise Sales and Marketing
Michael J. Moss, CFP®
Senior Managing Director, Corporate Development
Matthew Shannon, CIMA®
Executive Managing Director, Head of Institutional Consulting Services
Kenneth R. Morgan, CFP®, CTFA, AEP®
President & CEO, Clearstead Trust
Andrew Wallerstein
Chief Executive Officer, Clearstead Avalon Trust
Wayne Wilbanks, CFA
Executive Managing Director, Clearstead Advisory Solutions
Clearstead
1100 Superior Avenue East,
Suite 700
Cleveland, OH 44114
(216) 621-1090
info@clearstead.com
Clearstead
5700 Darrow Road,
Suite 111
Hudson, OH 44236
(216) 621-1090
info@clearstead.com
Clearstead
570 Lake Cook Road,
Suite 320
Deerfield, IL 60015
info@clearstead.com
Clearstead Trust
1 Union Street,
Suite 302
Portland, ME 04101
(207) 775-7200
info@clearsteadtrust.com
Clearstead Avalon Trust
125 Lincoln Ave,
Suite 301
Santa Fe, NM 87501
(505) 983-1111
info@avalontrust.com
Clearstead Avalon Trust
65 N Maple Avenue,
Suite 300
Ridgewood, NJ 07450
(201) 251-9553
info@avalontrust.com
Clearstead Avalon Trust
525 3rd Street,
Suite 200
Lake Oswego, OR 97034
(503) 417-3481
info@avalontrust.com
Clearstead Advisory
Solutions
150 West Main Street,
Suite 1700
Norfolk, VA 23510
(757) 623-3676
info@clearstead.com
Clearstead Advisory
Solutions
20 Church Avenue SE,
Suite 100
Roanoke, VA 24011
(540) 527-3700
info@clearstead.com
Clearstead Advisory
Solutions
3605 Glenwood Avenue,
Suite 450
Raleigh, NC 27612
(919) 789-5858
info@clearstead.com
Suite 700
Cleveland, OH 44114
(216) 621-1090
Suite 302
Portland, ME 04101
(207) 775-7200
Suite 301
Santa Fe, NM 87501
(505) 983-1111
Suite 300
Ridgewood, NJ 07450
(201) 251-9553
Suite 200
Lake Oswego, OR 97034
(503) 417-3481
Suite 1700
Norfolk, VA 23510
(757) 623-3676
Suite 100
Roanoke, VA 24011
(540) 527-3700
Suite 450
Raleigh, NC 27612
(919) 789-5858