Jeffrey L. Hertel, CFA

Portfolio Manager, Private Client Group

Jeff joined Clearstead in 2016 and has 15 years of experience in the investment business.  Jeff 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. 

Prior to joining the firm, he was an Investment Analyst with a local wealth management firm. In addition, Jeff worked as an Equity Analyst for PNC Capital Advisors in Chicago with their Fundamental Value Equity team. Jeff holds a BA in Finance from Kent State University and an MBA from Cleveland State University with a concentration in Finance. Jeff 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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