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Abby Hausman

Performance Analyst

Abby began her role in our Reporting and Operations group in August 2020. As a Performance Analyst, Abby reconciles monthly and quarterly investment performance data for institutional clients’ portfolios and analyzes this data for inclusion in reports.

Prior to assuming her current role, Abby was an intern with Clearstead from January- August 2020 supporting many departments within the firm. She earned a Bachelor of Arts in Finance and Business Administration from Baldwin Wallace University in May 2020 and is now a CFA Level I candidate.

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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.

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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