Diversity of thought lies at the core of our research team. Women offer different experiences, insights, and perspectives to the collective and improve overall collaboration.
The power of diversity at Clearstead – and its impact – is evident in our corporate culture. Everyone on our team is respected, everyone keeps the greater good in sight, and we work together well. In this environment, our research team members are safe to speak their minds, and our clients are the ultimate beneficiaries.

Since its inception, EmpowHER has yielded palpable results for our team and for clients. We’ve doubled the number of women shareholders from three to six and Clearstead employs women in senior leadership positions in every line of business across the firm.
Three of our department directors (finance, trading and operations, and human resources) are women. Importantly, women represent half of the tax department and a sizeable percentage of the research department, resulting in diversity of thought that creates valuable insights directly benefiting our clients.
Our investment in this initiative reflects our overall commitment to excellence, and the development of the women on our team is an integral part of that strategy. In keeping with Clearstead’s guiding principles, we seek to continue building on our successes.
FIND YOUR CLARITY
Clearstead is structured to put client’s interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to its clients.

Clearstead is an institutional investment consulting and private wealth management firm. We are relentless in providing financial solutions so clients can exceed their aspirations and build legacies for their families, organizations, communities, and themselves.
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