Regina Bellody, JD, CTFA, CAP

Regina Bellody, JD, CTFA, CAP

Regina Bellody is a Senior Managing Director at Clearstead, where she provides comprehensive wealth management strategies tailored to clients’ unique needs and family dynamics. She has been working in the wealth management industry since 2017 and joined Clearstead in 2026.

Regina brings expertise in trust and estate planning, charitable and complex asset gifting, philanthropy, and multigenerational wealth strategies. Before joining Clearstead, she served as senior advisor at U.S. Bank Private Wealth Management and a client advisor at Whittier Trust, the oldest multi-family office on the West Coast, where she worked closely with high‑net‑worth individuals and families and foundations to accomplish their personal, family, and philanthropic goals. Throughout Regina’s career, she has collaborated extensively with attorneys, accountants, and other professional advisors to serve clients.

Regina obtained her Juris Doctor, summa cum laude, from Whittier Law School and holds a Certificate of Social Innovation from the Evans School of Public Policy & Governance at the University of Washington. She has earned the Chartered Advisor in Philanthropy (CAP) designation from The American College of Financial Services and the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Banking Association. Regina is a member of the Washington State Bar Association’s Real Property, Probate & Trust Section and currently serves as Board Co‑President of the Seattle Philanthropic Advisors Network (SPAN). She also serves on the Board of Directors of Children’s Campaign Fund Action and committees for the Seattle Art Museum, National Museum of Women in the Arts, and IslandWood.