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.
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.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114