Brian Hrabak, CFA

Chief Investment Officer and Senior Managing Director

As Chief Investment Officer, Brian develops vision, strategy, and leads processes for the firm’s investment functions. This includes management of the Research Department, oversight of all investment-related committees, and supervision of all internal and external communications regarding investments.  Brian also advises several of Clearstead’s largest and most complex clients. 

Brian is a CFA charter holder and a Certified Public Accountant (inactive) and has advised clients regarding their financial matters for over twenty years. He serves as a member of the Saint Ignatius High School Investment Committee.  Brian is an MBA graduate of Case Western Reserve University’s Weatherhead School of Management with concentrations in Finance and Management Policy. He received a Bachelor of Arts degree from The College of the Holy Cross with a double major in Accounting and Economics.  Prior to joining Clearstead in 2004, Brian worked as a Senior Tax Consultant in the Private Client Services group of a Big Four accounting firm. He provided investment advisory services, family wealth planning, estate planning, and tax advice to individuals and privately held businesses.

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.

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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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