Bonny has worked in the financial services industry since 1982 and joined Clearstead in 2004. Bonny works directly with the Controller to ensure that accounts receivable and payable are processed accurately. In addition, she works with the Chief Compliance Officer to ensure the firm and its employees comply with the various laws and regulatory requirements that govern our profession and internal policies we have adopted.

Prior to joining Clearstead, Bonny worked for McDonald Investments and KeyCorp in their investment operations departments.