Daniel J. Usay
PMO Manager
Daniel joined Clearstead’s IT team in 2021. As PMO Manager, he helps assess and formalizes business needs, assists with technical project goals, as well as helping lead both the implementation and improvement of processes and tools utilized for client service.
Daniel has over 10 years of experience in the financial service industry. He holds a Bachelor of Business Administration from Kent State University with a major in Economics.
YOUR FUTURE IN FOCUS
At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.
Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.
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