Bianca L. Bugnar
Senior Managing Director, Operations
Bianca has been with Clearstead since 2003 and was appointed to her current role in 2021. Bianca oversees the firm’s operations and client service, investment reporting platforms, and trading. Bianca is also responsible for establishing and streamlining department processes and procedures, data integrity, and increasing operational and service efficiencies.
Bianca holds an International MBA from Baldwin Wallace University and a BA in Business Management from Ursuline College.
YOUR FUTURE IN FOCUS
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.
SERVICES
INSIGHTS
CONTACT US
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090
FOLLOW US