Caroline Lyu

Associate Portfolio Manager, Private Client Group

Caroline joined Clearstead Private Client Group in August of 2018. As an associate portfolio manager, she is responsible for developing and maintaining investment policy, asset allocation, manager selection, and portfolio monitoring for a number of prominent Clearstead private client families.  In addition, Caroline supports the Private Client Group with special investment client research, analytics, and portfolio trading preparation.

Caroline holds a M.S. in Finance from The Ohio State University’s Fisher College of Business with a concentration in investment management. She also holds a BSBA in Finance from Bowling Green State University.

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