Haley J. Schubert, CFA, CFP®

Haley J. Schubert, CFA, CFP®

Haley Schubert is a Senior Managing Director in the Private Client Group at Clearstead, where she supports affluent multi-generational families by coordinating investment management, trust and estate planning, tax planning, and family office services. She has been working in the investment management industry since 2017, joined Clearstead in 2021, and is a Clearstead shareholder.

Haley brings expertise in investment policy development, asset allocation, manager selection, and portfolio monitoring. Before joining Clearstead, she worked as an Assistant Vice President, Investment Advisor with PNC Wealth Management in Cleveland. Throughout Haley’s career, she has led investment strategy initiatives and advised high-net-worth families.

Haley obtained her Bachelor of Science in Finance and Accounting from Miami University, holds the Certified Financial Planner (CFP®), and Chartered Financial Analyst (CFA®) designations. Haley currently serves on the Rainbow Babies & Children’s Foundation Associate Board, where she has served two terms as board Treasurer on the executive committee, and is also on the Ambassador Committee of First Tee – Cleveland.