Managing Director, Reporting & Operations
Bianca has been with Clearstead since 2003 and was appointed to her current role in 2017. Bianca oversees the firm’s investment reporting platforms, trading, and client onboarding. Bianca is also responsible for establishing and streamlining department processes and procedures, data integrity, and increasing operational efficiencies.
Bianca holds an International MBA from Baldwin Wallace College and a BA in Business Management from Ursuline College.
Find Your Clarity
We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114