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 its clients.
Clearstead is an institutional investment consulting and private wealth management firm. We are relentless in providing financial solutions so clients can exceed their aspirations and build legacies for their families, organizations, communities, and themselves.
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