Carl currently serves as Co-Chairman of Clearstead, after serving as President, heading the Research Department, and being a co-leader of the Private Client Group since the group was formed in 2010. His role at Clearstead now includes growth initiatives. Carl’s deep background in investments include equity including individually traded stocks, fixed income, private equity, hedge funds, and direct lending and start-up equity. Carl was a formative member of the Clearstead Investment Committee and is a voting member. He also serves on Clearstead’s Board of Directors.

Carl’s finance career spans 39 years in many facets of investments. Beginning as a commercial lender and private placement analyst after graduating Williams College, he received an MBA from the University of Chicago and became a Chartered Financial Analyst. He spent about 12 years in M&A and as CEO/CFO for several private domestic and international companies utilizing Private Equity to expand and ultimately sell to other Private Equity investors. Other experience includes several years with an equity long/short hedge fund and about 10 years as a managing partner of a Private Equity Fund of Funds. He has also taught many courses on Option trading.

Carl has been a past member of the Arthritis Foundation, Fill this House, and Cleveland Trees. He is currently a board member and the Investment Committee Chairman for University School, serves on the board of the Cleveland Salvation Army and the Benjamin Rose Investment Committee.