Senior Client Service Associate, Private Client Group
Angela joined the Clearstead Private Client Group in 2020. Her work entails delivering services for her assigned clients, account maintenance, reconciling accounts, preparing meeting materials, and other tasks involved with serving wealth management clients.
Prior to joining Clearstead, Angela served in a client service support role for financial services firms, including Valley Creek Advisors. She holds a Master’s Degree in management from Gwynedd Mercy University.
FIND YOUR CLARITY
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.
Clearstead is an institutional investment consulting and private wealth management firm. We are relentless in providing financial solutions so clients can exceed their aspirations and build legacies for their families, organizations, communities, and themselves.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114