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Haley J. Schubert, CFA

Director, Portfolio Management

Haley is a Director of Portfolio Management in the Private Client Group and is responsible for the development and management of investment policy, asset allocation, manager selection, and portfolio monitoring.  She also serves as an advisor to affluent multi-generational families coordinating investment management, trust and estate planning, tax planning, and family office services.  

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. She holds the Chartered Financial Analyst (CFA®) designation and is an active member of the CFA Society of Cleveland.

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. She is also on the Ambassador Committee of First Tee – Cleveland.

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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 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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