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
Trent M. Meyerhoefer
Chief Financial Officer
Gregory P. Althans, CPA/PFS, CFP®
Vice Chairman, Head of Wealth Strategy
Bradley D. Knapp, CFA, CAIA
President & CEO
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
Kenneth R. Morgan, CFP®, CIMA®, CTFA, AEP®, CEPA
President & CEO, Clearstead Trust
Andrew Wallerstein
Chief Executive Officer, Clearstead Avalon Trust
Matthew Shannon, CIMA®
Executive Managing Director, Head of Institutional Consulting Services
Wayne Wilbanks, CFA
Executive Managing Director, Clearstead Advisory Solutions
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