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David J. Rubis, CPFA, AIF®

Senior Managing Director, Private Client Group

David is a Partner and Senior Managing Director of Clearstead. In his role, David advises affluent individuals and multi-generational families on a variety of wealth management challenges, including investment management, trust and estate planning, income taxes, family education, and family office management. David is well versed in working with closely-held family business owners, retirement plans, executives, medical and dental professionals, and divorce planning and guidance.

Prior to joining Clearstead in 2021, David spent seven years at boutique investment management firms in Cleveland. Prior to that, David spent time in the Global Family & Private Investment Office at Northern Trust in Chicago. David is a graduate of Miami University’s Richard T. Farmer School of Business, with a BS in Finance. He also earned his Master of Business Administration with a focus in Management from North Central College. He is an Accredited Investment Fiduciary ® (AIF ®) Designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary. He is also a Certified Plan Fiduciary Advisor (CPFA) is a financial professional that demonstrates expertise and experience working with retirement plans.

David is very active in the Cleveland community. He currently serves as a Board Member for the Estate Planning Council of Cleveland, member of the Board of Directors for Habitat for Humanity Greater Cleveland, Vice President of the Strongsville Education Foundation, Director of Finance for the Polish Veteran’s Alliance Inc, and a member of the investment committee for his parish.

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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1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
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