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
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.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114