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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.

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.

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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Suite 700 | Cleveland, Ohio 44114