Daniel J. Usay
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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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.
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Suite 700 | Cleveland, Ohio 44114