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Daniel J. Usay

Business Analyst

Daniel joined the Clearstead team in 2021 as a business analyst. In this role 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 7 years of experience in the financial service industry. He holds a Bachelor of Business Administration from Kent State University with a major in Economics.

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Clearstead is structured to put client's interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to clients.

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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