Kathleen Thompson, PMP

Senior Managing Director, Finance

Kathleen joined Clearstead in January 2019, and as a Senior Managing Director of Finance, is responsible for the firm’s day-to-day financial operations and managing the finance team. She also manages the financial aspects of integrating acquired firms.

She leverages her 20+ years of finance and project management experience in banking, consulting, manufacturing, and the legal industries to ensure a methodical and consistent approach is applied to the financial and process improvement initiatives.

Kathleen has BBA and MBA degrees from Ohio University as well as completing an Executive Program at Duke University. She holds certifications as a Project Management Professional (PMP), Certified Business Manager (CBM) and a Certified Kaizen Facilitator (CKF); which are related to project management, finance, and accounting.  In 2018, Kathleen authored a chapter in a book on Innovation in Legal Project Management and also volunteers her time and serves on the Deepwood Foundation, Lake Health Foundation, and several other charitable 503© boards in Lake County.


Clearstead is structured to put client’s interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to its clients.