A.J. Volpe

Planning Associate, Private Client Group

A.J. joined the Clearstead Private Client Group in 2018.  As a planning associate, A.J. provides analytical support, consultation, and advice in all aspects of tax, financial, and investment planning services for high net worth clients.

Prior to joining Clearstead, A.J. worked at a regional public accounting firm specializing in taxation of alternative investments funds. A.J. received his Bachelors in Entrepreneurship from the University of Dayton and his Masters of Accountancy from Cleveland State University.

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We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.

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Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

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