Accounting & Compliance Associate
Bonny has worked in the financial services industry since 1982 and joined Clearstead in 2004. Bonny works directly with the Controller to ensure that accounts receivable and payable are processed accurately. In addition, she works with the Chief Compliance Officer to ensure the firm and its employees comply with the various laws and regulatory requirements that govern our profession and internal policies we have adopted.
Prior to joining Clearstead, Bonny worked for McDonald Investments and KeyCorp in their investment operations departments.
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