Erin D. H. Gray

Analyst, Research

Erin joined Clearstead in 2009. As an analyst within the Research Department, Erin is responsible for evaluating and monitoring various balanced funds, target date funds, and responsible investing funds, as well as supporting the consultants with related inquiries. She conducts manager reviews, analyses fund statistics, and forms investment recommendations that are integral parts of the due diligence process.

Prior to joining Clearstead, Erin was a member of the Investment Consulting Group at C.H. Dean & Associates in Dayton, Ohio, as a Research Analyst. She holds a M.B.A. from Baldwin Wallace University and a B.B.A. in Finance from Kent State University.

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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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