Maureen Berthelot

Database Coordinator, Performance Reporting and Operations

Maureen joined Clearstead in 2008 as a Client Services Associate in the Private Client Group and is now a Database Coordinator. In this role, Maureen is responsible for ensuring data integrity as well as for generating the quarterly investment reports. 

Prior to joining Clearstead Maureen worked at a large bank as a Trust Associate in the Trust/Wealth Management Department and also at the Internal Revenue Service in the Audit Division.

Find Your Clarity

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.

.

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.

LEGAL STATEMENT

PRIVACY POLICY

CONTACT US

1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090

FOLLOW US