Bradley D. Knapp, CFA, CAIA
Brad joined Clearstead in 2016 and has nearly 20 years of experience in wealth advisory and investment management. In his current capacity, Brad works with clients to manage their investment portfolios by establishing investment goals, setting portfolio policy, deriving asset allocation, manager selection, and overseeing the day-to-day. He is also a member of the Clearstead Private Client Investment, Asset Allocation, and Account Review Committees.
Prior to joining Clearstead, Brad was a Senior Vice President with Hawthorn/PNC Family and Key Private Bank. Brad began his investment career at McDonald & Company, a regional broker/dealer and investment bank. Brad earned BSBA degree in finance from John Carroll University. He is a Chartered Financial Analyst charter holder and a member of the CFA Society of Cleveland. Brad is a member of the Chartered Alternative Investment Analyst Association and has earned the use of that designation.
Brad currently serves on the board of Marymount Healthcare Systems, a Cleveland-based not-for-profit hospital and skilled nursing care facility; as well as the board of McGregor, a senior assisted, skilled nursing and Hospice care center in Cleveland. He is also an active member of the CFA Society of Cleveland.
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.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114