Tracy A. Jemison, II

Senior Managing Director, Private Client Group

Tracy joined Clearstead in 2018 and has 18 years of wealth advisory and investment management experience. Tracy is responsible for the communication and coordination of all aspects of private client services including tax, investment, financial, and family office services to his clients.  Tracy is well versed in working with complex, multi-generational families. 

Prior to joining Clearstead, he served as Managing Director and Portfolio Manager at Glenmede as well as Huntington where he specialized in working with complex, multi-generational families.  He graduated Summa Cum Laude from Ohio University with an Accounting degree. He also earned the CPA designation.

Tracy is very active in the Cleveland community. He currently serves as Board Chair for both Shoes & Clothes for Kids and Lakewood Catholic Academy. He is also the Treasurer of the Soldiers & Sailors Monument.

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.

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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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1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
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