THE IMPORTANCE OF KNOWING YOUR RETIREMENT NUMBER

September 8, 2023 Author: Matthew Kolenich, CPFA, AIF®, Managing Director, Institutional Consulting Group   How much will you need in retirement savings to maintain your same lifestyle during your retirement years? One of our partners, Fidelity Investments,...

CLEARSTEAD EMPOWHER 2022 WOMAN OF THE YEAR: KAREN BUCKLEY

Keeping track of everything is key when leading many administrative functions for a department, which Karen Buckley, Institutional Coordinator, has mastered to support the daily activities of Clearstead’s Institutional Consulting group and earn her the recognition as...

CLEARSTEAD ANNUAL FIRM UPDATE: REVIEW OF 2022

January 11, 2023   CLEARSTEAD’S GROWTH Since its founding in 1989, Clearstead has grown to become a prominent private client and institutional wealth advisory firm.  Today, we have over 130 employees, and most of our senior leadership professionals are...

CLEARSTEAD EMPOWHER 2021 WOMAN OF THE YEAR: MONICA FLETCHER

Upholding the firm’s brand, leading strategic initiatives, and meeting the needs of each professional within the firm requires creativity, organization, and attention to detail. For Monica Fletcher, Senior Associate, Marketing, it is those skills that help her succeed...