Gareth joined Clearstead as a member of the Institutional Operations group in 2022. He is responsible for coordinating client onboarding, executing account transactions and maintenance, and updating internal databases. He supports the Institutional Consulting Group in both operational and customer service aspects, which includes working directly with institutional clients.

Prior to joining Clearstead, Gareth spent nine years with a leading Self-Directed IRA Custodian facilitating client’s alternative investments and managing client portfolios as a Relationship Manager. He attended Toledo University.