OUR TEAM
Leadership Committee
Private Client Group
Andrew Awad
Managing Director
Dominic Caserio
Planning Associate
Nico Cefaratti
Planning Associate
Theresa Stuckart
Senior Client Service Associate
Chris Markley
Client Service Associate
Institutional Consulting Group
Emily Beiswenger
Client Service Associate
Clearstead Advisory Solutions Division
Wayne Wilbanks, CFA
Executive Managing Director
Kyle Elliott, CFP®
Senior Managing Director
Larry Bernert, III, CFA
Senior Managing Director
Mark Warden
Senior Managing Director
Roger Scheffel, Jr., CPA
Senior Managing Director
Steve Bowery, CFA, CFP®
Senior Managing Director
Amie Baty, CFA
Managing Director
Connor Fanney
Managing Director
Dan Powell, CFA, AIF®
Managing Director
Paul Ferwerda, CFA
Managing Director
Scott McCluney, CFP®
Managing Director
Theresa Garber
Managing Director, Operations & Integration
Tom McNally, CMT, CFA
Managing Director, Trading
Wayne House, CFP®, CAIA
Managing Director
Ana Gomes, CPA
Director, Financial Reporting & Analysis
Brianna Shughrou
Director
Caroline Wilkes, CFP®
Director
Kurt Evertz
Director
Maria Salova
Director, Marketing & Brand
Sarah Larkin
Director, Reporting
Sophia Ivancich, CFP®
Director
Danny Pizetoski, CFA
Senior Portfolio Manager / Research
Luke Scanlan, CFA
Portfolio Manager / Research
Robert Mundin
Portfolio Manager / Research
Ryan Hepburn, CFA
Portfolio Manager / Research
Ryan Stallard
Portfolio Manager / Research
Heather Randazzo
Trader
Khristian Ortiz-Ortega
Trader
Kristen Zigrang
Senior Client Service Associate
Maggie Dean
Senior Client Service Associate
MacKenzie Moorhouse
Senior Client Service Associate
Suzanne O'Donnell
Senior Client Service Associate
Erin Abate
Planning Associate
Bethany Kent-Hawkins
Client Service Associate
Ericken Moore
Client Service Associate
Julia Vicchio
Client Service Associate
Andrew Avery
Reporting Associate
Kirtan Patel
Reporting Associate
Tim McDaniel
Reporting Associate
Zach Rice
Reporting Associate
Denise Bishop
Accounting Associate
Marcela Hopkins
Accounting Associate
Susan Foster
Executive Assistant
Julie Kuebler
Receptionist
Research & Investment Management
Steve Drum
Associate Portfolio Manager
Reporting & Operations
Administration
YOUR FUTURE IN FOCUS
At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.
Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.
SERVICES
INSIGHTS