OUR TEAM
* indicates shareholder
Leadership Committee
Private Client Group
Andrew Awad
Managing Director
George Millich
Managing Director, Trusts & Estates
Dominic Caserio
Planning Associate
Nico Cefaratti
Planning Associate
Institutional Consulting Group
Emily Beiswenger
Client Service Associate
Clearstead Advisory Solutions Division
Research & Investment Management
Steve Drum
Associate Portfolio Manager
Reporting & Operations
Administration
Jackie Nugent
Salesforce CRM, Team Lead
Jamie Daher
Director, Process Improvement
YOUR FUTURE IN FOCUS
At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.
Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.
SERVICES
INSIGHTS