September 8, 2023 | In The News
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,...
July 11, 2023 | In The News
July 11, 2023 With the rising costs of tuition, decreased enrollment, waning retention, and increasing financial pressures, higher education institutions are under immense scrutiny to evolve and adapt to survive. A panel of university administrators and experts in...
July 7, 2023 | In The News
July 7, 2023 Author: Tony Micheli, CPA, Senior Managing Director, Tax View a PDF copy of this update here. On July 4, 2023, Ohio Governor Mike DeWine signed legislation enacting the state operating budget for the biennium ending June 30, 2025. The legislation...
March 28, 2023 | In The News
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...
January 11, 2023 | In The News
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...
March 23, 2022 | In The News
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...
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