Claudia N. Colon

Performance Analyst

Claudia joined Clearstead in 2019 as a performance analyst. She is responsible for monthly data entry, verification, and reconciliation of our institutional and private client investments. She generates monthly reports and assists with quarterly reports.

Prior to joining Clearstead, Claudia graduated in 2019 from John Carroll University’s Boler College of Business with a major in finance.  During her time at John Carroll University, Claudia completed an internship with Howard Hanna Real Estate Services in their finance department and participated in the Meaden & Moore leadership series.

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.