Carl J. Tippit, CFA

Senior Managing Director, Private Client Group

Carl joined Clearstead in 2010 as a Senior Managing Director. As a Senior Managing Director of the Private Client Group, Carl is deeply involved in bringing the institutional investment platform to Clearstead’s Private Clients and families. This approach integrates a high level of investment management with the specific estate, tax, and financial planning needs of individuals and multi-generational families. His background in private investments, including real estate, hedge funds, and private equity add to the expertise of the Clearstead research team. As the Chief Development Officer of Clearstead, Carl oversees the growth of the firm and serves on the Management Committee.

Prior to joining Clearstead, Carl served as Senior Portfolio Manager with Sterling, the wealth advisory business of National City and as a Partner in Peppertree Partners, a Cleveland-based private equity firm. He also has owned and built several private businesses. Carl holds the Chartered Financial Analyst designation, a BA from Williams College and an MBA from the University of Chicago. Carl also serves as Chairman of the University School Investment Committee and is active with Fill This House, a local institution dedicated to area Foster children aging out of the Foster Care programs.

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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