Allison E. Schaefer

Client Service Associate, Private Client Group

Allison joined the Clearstead Private Client Group in 2018. Allison supports Satricia Rice and Tracy Jemison, two of the Senior Managing Directors in the Private Client Group at Clearstead.  Her work entails delivering services for her assigned clients, account maintenance, reconciling accounts and other tasks involved with serving wealth management clients.  She is also responsible for establishing new relationships, preparing meeting materials, and other special projects.

Prior to joining Clearstead, Allison was a Senior Investment Administrator at MGO, Inc. for ten years and held the position of part-time Director of First Impressions at Cedar Brook Group while obtaining her MBA.  Allison earned a BBA in Business Management from Kent State University in 2005 and a MBA from Baldwin Wallace University in 2017.

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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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