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Haley J. Schubert, CFA

Senior Portfolio Manager

Haley is a Senior 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

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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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