Benjamin L. DeHaan
Associate Consultant, Institutional Consulting Group
Ben joined the Clearstead team in 2021. As an Associate, Ben serves institutional clients. He reviews asset allocation, investment goals and objectives, and monthly and quarterly performance results, as well as performs manager searches and due diligence.
Ben received his bachelor’s degree from Palm Beach Atlantic University in business management, where he graduated Summa Cum Laude, and was selected as the Outstanding Graduate for the Rinker School of Business. Prior to joining Clearstead, Ben held internship positions across multiple industries including private equity, venture capital, and health insurance services. Specific titles include business consultant intern at Boardwalk Advisors and Analyst intern at TGG Solutions.
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At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.
Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.
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