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Beatrice Cooper

Administrative Assistant, Tax

Beatrice joined Clearstead in 2022 as a Tax Administrative Assistant. She provides direct support to the Private Client Group, which includes processing and distributing tax information and important documentation to clients and the group’s Client Service Associates.  

Prior to joining Clearstead, Beatrice has worked as an Executive Assistant for Ciuni & Panichi, Inc and as an Administrative Assistant for Pappas & Bitounis, CPAs, BDO USA, LLP, and Winer & Bevilacqua, Inc., and earned her B.A. in Psychology from The University of Akron.

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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.