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Luz Caraballo

Administrative Assistant, Institutional Consulting Group

Luz joined Clearstead in 2019 as an Administrative Assistant. She provides direct support to the Institutional Consulting Group through scheduling client meetings and coordinating travel. Luz also provides support on a wide range of administrative functions for our Institutional clients.

Prior to joining Clearstead, Luz was Executive Assistant to the CEO and Travel Coordinator at Longbow Research. She also worked as a part-time administrative assistant at the Cleveland Clinic for the Cardiology and Thoracic Surgeons administrative office.

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Clearstead is structured to put client's interests first through our fee-0nly advisory model. Clearstead is independent and believes this is central to providing objective advice to clients.