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Haley J. Schubert, CFA

Portfolio Manager

Haley is a Portfolio Manager in the Private Client Group and is responsible for the development and management of investment policy, asset allocation, manager selection, and portfolio monitoring.  Haley joined Clearstead in June 2021 and has four years of investment management experience advising private clients.

Prior to joining Clearstead, Haley was an Assistant Vice President, Investment Advisor with PNC Wealth Management in Cleveland. Haley holds a Bachelor of Science in Finance and Accounting from Miami University and holds the Chartered Financial Analyst (CFA®) designation. Haley is a board member of the Rainbow Babies & Children’s Foundation Associate Board and has served two terms as board Treasurer on the executive committee

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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