Douglas joined Clearstead in 2023 as a Senior Managing Director. Douglas works with both institutional and private wealth clients.

Prior to joining Clearstead, Douglas was Managing Director – Investments and Senior Institutional Consultant at Legacy Strategic Asset Management of Wells Fargo Advisors. He also previously served as National Sales Manager and Director of Branch Operations at C.H. Robinson Worldwide. Doug has a Bachelor of Science degree in Public Health from Indiana University. He achieved his formal certification as an Accredited Investment Fiduciary (AIF®) in 2008. Doug currently serves on the Board of Directors for Portage Path Behavioral Health, the Investment Committee Chair for United Way of Summit Medina Counties, and the Youth Board at his Church.