Sharon joined Clearstead in 2023 as a Managing Director. Sharon works with both institutional and private wealth clients.

Prior to joining Clearstead, Sharon was a Financial Consultant and Senior Institutional Consultant at Legacy Strategic Asset Management of Wells Fargo Advisors. She was previously part of a consulting team at Morgan Stanley and has a broad background in commercial banking, private banking, and trust services at Bank One, Columbus, NA, and Bank One, Colorado Springs, NA. Sharon has a Bachelor of Science degree in Finance from Marquette University and an MBA from the University of Dayton. She achieved the CERTIFIED FINANCIAL PLANNER™ designation in 1996 and the Certified Investment Management Analyst (CIMA®) designation in 2009. She is an active member of the Investment & Wealth Institute (IWI) and the Financial Planners Association (FPA). Sharon volunteers her time serving on the Board of Directors for Hudson Community Foundation where she Chairs the Investment Committee and serves on the Investment Committee for Grace House.