Our Story + Locations

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.

28 CFA

DESIGNATION*

27 CFP

CERTIFICATIONS*

26 CPA

CERTIFICATIONS*

270+

EMPLOYEES*

*Data as of 2/1/2025

Our team

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

[email protected]

Clearstead

5700 Darrow Road,
Suite 111
Hudson, OH 44236
(216) 621-1090

[email protected]

Clearstead

570 Lake Cook Road,
Suite 320
Deerfield, IL 60015

[email protected]

Clearstead Trust

1 Union Street,
Suite 302
Portland, ME 04101
(207) 775-7200

[email protected]

Clearstead Avalon Trust

125 Lincoln Ave,
Suite 301
Santa Fe, NM 87501
(505) 983-1111

[email protected]

Clearstead Avalon Trust

65 N Maple Avenue,
Suite 300
Ridgewood, NJ 07450
(201) 251-9553

[email protected]

Clearstead Avalon Trust

525 3rd Street,
Suite 200
Lake Oswego, OR 97034
(503) 417-3481

[email protected]

Clearstead Advisory Solutions

150 West Main Street,
Suite 1700
Norfolk, VA 23510
(757) 623-3676

[email protected]

Clearstead Advisory Solutions

20 Church Avenue SE,
Suite 100
Roanoke, VA 24011
(540) 527-3700

[email protected]

Clearstead Advisory Solutions

3605 Glenwood Avenue,
Suite 450
Raleigh, NC 27612
(919) 789-5858

[email protected]

Let's Connect!

We want to learn more about your unique objectives and aspirations. Contact us today to learn how we can help you and your legacy thrive.