Chief Financial Officer
Kathleen joined Clearstead in January 2019, and as the Chief Financial Officer, is responsible for the firm’s accounting and financial reporting.
Her approach is to provide information in a positive and proactive manner. She leverages her 15+ 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.
Find Your Clarity
We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.