Claudia N. Kerchenski

Operations Associate

Claudia joined Clearstead in 2019 as a Performance Analyst and took on the role of Operations Associate in 2020. Claudia is our data platform expert and the point person to research and resolve cash flow & return discrepancies. Claudia is also responsible for analytically reviewing investment meeting reports, conducting regular account reconciliation, assisting with new client onboarding, and leading department enhancement projects.

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 provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.