Teresa A. LaCorte, CPA

Supervisor, Tax

Terry joined Clearstead’s Private Client Services in 2006.  She has over 20 years of experience serving high net worth individuals. As a Supervisor, Terry provides analytical support for tax, financial planning, and investment management services for Clearstead clients. 

Terry holds degrees in Business Administration from Duquesne University and a Masters in Taxation from the University of Akron.  Prior to joining Clearstead, Terry worked at a wealth management firm.   Terry 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.

LEGAL STATEMENT

PRIVACY POLICY

CONTACT US

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

FOLLOW US