Lisa M. Chavez, CPA
Managing Director, Tax
Lisa joined the Clearstead Private Client Group in 2017. As Managing Director of Tax, Lisa provides analytical support, consultation, and advice in all aspects of tax, financial, and investment planning services for high net worth clients.
Prior to joining Clearstead, Lisa spent 3 years in public accounting with a local Cleveland firm specializing in partnership taxation. Lisa attended the University of Nebraska—Lincoln, graduating with a Bachelors in Business Administration in 2012. She moved to Cleveland to pursue her Masters of Accountancy with Case Western Reserve University and graduated in 2015. Lisa is a member of the Ohio Society of Certified Public Accountants and the American Institute of Certified Public Accountants.
YOUR FUTURE IN FOCUS
At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.
Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.
SERVICES
INSIGHTS
CONTACT US
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090
FOLLOW US