Erin joined Clearstead in 2009. As a Business Analyst, Erin serves as a subject matter expert on multiple platforms and databases used by the Clearstead Investment Office that integrate with the firm’s CRM. Erin creates and maintains reports needed to efficiently track, measure, and evaluate investment managers and investment vehicles. In addition, Erin works with the Reporting and Operations group to maintain data integrity between portfolio reporting systems, investment management systems, and the CRM.

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.