Bradley D. Knapp, CFA, CAIA

Senior Managing Director, Private Client Group

Brad joined Clearstead in 2016 and has nearly 20 years of experience in wealth advisory and investment management.  In his current capacity, Brad works with clients to manage their investment portfolios by establishing investment goals, setting portfolio policy, deriving asset allocation, manager selection, and overseeing the day-to-day.  He is also a member of the Clearstead Private Client Investment, Asset Allocation, and Account Review Committees.

Prior to joining Clearstead, Brad was a Senior Vice President with Hawthorn/PNC Family and Key Private Bank.  Brad began his investment career at McDonald & Company, a regional broker/dealer and investment bank. Brad earned BSBA degree in finance from John Carroll University. He is a Chartered Financial Analyst charter holder and a member of the CFA Society of Cleveland. Brad is a member of the Chartered Alternative Investment Analyst Association and has earned the use of that designation.

Brad currently serves on the board of Marymount Healthcare Systems, a Cleveland-based not-for-profit hospital and skilled nursing care facility; as well as the board of McGregor, a senior assisted, skilled nursing and Hospice care center in Cleveland. He is also an active member of the CFA Society of Cleveland.

Find Your Clarity

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.

.

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.

LEGAL STATEMENT

PRIVACY POLICY

CONTACT US

1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090

FOLLOW US