Peggy E. Shalala
Senior Client Service Associate, Private Client Group
Peggy has been working in the financial industry for many years and joined Clearstead in 2006. As a Senior Client Service Associate, Peggy is responsible for coordinating all administrative aspects involved with serving private clients. This includes account transactions, meeting materials and other client deliverables and various special projects. Peggy also provides administrative support for the family offices of various clients.
Prior to joining Clearstead, Peggy worked for various financial institutions and CPA firms and attended Cleveland State University.
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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.
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