Karen T. Buckley

Administrative Assistant, Institutional Consulting Group

Karen joined Clearstead in 2017.  As an Administrative Assistant to the Institutional Consulting Group, she is responsible for scheduling client meetings, booking travel arrangements, and ensuring the timely shipment of Institutional clients’ quarterly performance reports and presentations. Karen also provides assistance to the Performance Reporting and Operations team.

Prior to joining Clearstead, Karen was employed by The Todd Organization for over 20 years. She was responsible for graphic communications as well as providing overall administrative support to both the client service and marketing teams. Prior to working at The Todd Organization, she was employed as a Training Specialist at Thompson Hine.

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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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