Dave Fulton, CFA

President and Chief Executive Officer

Dave Fulton, CFA, is President and Chief Executive Officer of Clearstead.  He sets and oversees the strategic direction, and is responsible for all aspects of client service, marketing, and operations of the firm.  Dave has been in the financial advisory business for over thirty years, and has led several firms to significant growth. 

He is a Trustee and former Chairman of the Board of University School, and a Trustee of the Lake View Cemetery Association, the Shaker Lakes Foundation, and BVU, Inc.  Dave holds the Chartered Financial Analyst designation, and is a graduate of Amherst College and The Tuck School of Business at Dartmouth.

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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1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090

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