David A. McClearn, CFA

Senior Portfolio Manager, Private Client Group

Dave joined Clearstead in 2015 and has over a decade of experience in the investment business.  Dave is responsible for the development and maintenance of investment policy, asset allocation, manager selection, and portfolio monitoring for a number of prominent Clearstead client families.  He is also a member of the firms’ Asset Allocation Committee.

Prior to joining the firm, Dave was a Financial Analyst for a San Diego based wealth management firm where he oversaw the organization’s financial planning, portfolio management, and trading activities. Dave is a graduate of Slippery Rock University of Pennsylvania with a BSBA in Finance.  Dave also holds the Chartered Financial Analyst designation.

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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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