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Carl J. Tippit, CFA

Senior Managing Director, Private Client Group

Carl has been a co-leader of the Private Client Group at Clearstead since the group was formed in 2010. His role at Clearstead now includes growth initiatives. Carl’s deep background in investments include equity including individually traded stocks, fixed income, private equity, hedge funds, and direct lending and start-up equity. Carl was a formative member of the Clearstead Investment Research Committee and is a voting member. He also serves on Clearstead’s Board of Directors.

Carl’s finance career spans 38 years in many facets of investments. Beginning as a commercial lender and private placement analyst after graduating Williams College, he received an MBA from the University of Chicago and became a Chartered Financial Analyst. He spent about 12 years in M&A and as CEO/CFO for several private domestic and international companies utilizing Private Equity to expand and ultimately sell to other Private Equity investors. Other experience includes several years with an equity long/short hedge fund and about 10 years as a managing partner of a Private Equity Fund of Funds. He has also taught many courses on Option trading.

Carl has been a past member of the Arthritis Foundation, Fill this House, and Cleveland Trees. He is currently a board member and the Investment Committee Chairman for University School.

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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.

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