Monica A. Fletcher

Administrative Assistant, Institutional Consulting Group

Monica joined the Clearstead Institutional Consulting Group in 2017. As an administrative assistant, she is responsible for scheduling client meetings, booking travel arrangements, and ensuring the timely shipment of Institutional clients’ quarterly performance reports and consultants’ presentations. Monica also acts as an internal editor for many of Clearstead’s publications as well as plays a key role in the firm’s process for responding to Request for Proposals (RFPs).

Prior to joining Clearstead, Monica served as a Graduate Assistant at the Cleveland State University Writing Center. She holds a M.A. in English from Cleveland State University and a B.A. in English from Lake Erie College.

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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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