Gina joined Clearstead in June 2022 with five years of asset management and client service experience. As a Senior Planning Associate in the Private Client Group, Gina is responsible for preparing and delivering net worth reports, cash flow plans, trust and estate analysis, and is involved in all aspects of planning and compliance for Clearstead clients.

Prior to joining Clearstead, Gina was an Assistant Vice President, Business Development Officer at PNC Institutional Asset Management in Philadelphia. Gina earned a B.S. in Finance from Duquesne University and has held the Certified Financial Planner (CFP®) designation since 2021.