Cindy L. Steeb, JD

Senior Managing Director, Trust Administration Services

Cindy joined Clearstead as a Senior Managing Director of Trust Administration Services in the firm’s Private Client Group in 2023. She has over 20 years of experience working with high-net-worth clients, private trust companies and privately held companies to bring creative solutions to complicated estate planning and fiduciary matters. She develops trusting client relationships through her interpersonal skills, strong business judgment, and a sensitive approach to family and business dynamics.

In 2024, Cindy wrote a book, Preserving Multigenerational Wealth: How a Private Family Trust Company Can Promote Family Harmony & Positive Family Dynamics, in which she takes a unique approach to the complexities of multigenerational estate planning, offering family-business owners and their trusted advisors a roadmap to addressing family harmony and preserving the family legacy for generations to come. The book can be purchased on Amazon.

Prior to joining Clearstead, she co-authored and participated in lobbying efforts to secure passage of the Ohio Family Trust Company Act allowing for both licensed and unlicensed family trust companies in Ohio. She has also formed trust companies in Ohio, Wyoming, and South Dakota and has managed trust companies in Ohio, Wyoming, and Delaware. She currently serves on the Board and/or as an Officer for four private trust companies and one public trust company. Prior to her law career, Cindy worked at Procter & Gamble and United Airlines in the sales and marketing arena.

Cindy received her J.D., magna cum laude, from Cleveland-Marshall College of Law. Her Bachelor of Arts degree is in Business Economics from the College of Wooster where she graduated With Honors and Phi Beta Kappa. She also has a Master of Business Administration with a Marketing Concentration from DePaul University where she graduated With Distinction.


At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.