Bradley E. Turner

Head of Investments & Administration

Brad serves as Head of Investments & Administration. He directs the firm’s various Investment Committees, oversees our Research efforts, and facilitates firm-wide administrative matters.

Prior to joining Clearstead in 2006, Brad spent several years managing a large, single family office and over 20 years with McDonald Investments and KeyCorp in a variety of management roles. Brad is a graduate of Denison University and earned a MBA from the College of William & Mary’s Mason School of Business. Brad is a Director and current Chairman of Holden Forests & Gardens and serves as a Director of The Union Club Foundation and The Hunger Network of Greater Cleveland.

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.

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.




1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114