David A. McClearn, CFA
Senior Portfolio Manager, Private Client Group
Dave joined Clearstead in 2015 and has over a decade of experience in the investment business. Dave is responsible for the development and maintenance of investment policy, asset allocation, manager selection, and portfolio monitoring for a number of prominent Clearstead client families. He is also a member of the firms’ Asset Allocation Committee.
Prior to joining the firm, Dave was a Financial Analyst for a San Diego based wealth management firm where he oversaw the organization’s financial planning, portfolio management, and trading activities. Dave is a graduate of Slippery Rock University of Pennsylvania with a BSBA in Finance. Dave also holds the Chartered Financial Analyst designation.
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We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114