Jacob Stefko

Associate Performance Analyst

Jacob joined Clearstead in 2023 as an Associate Performance Analyst for the Reporting and Operations team. In his role, Jacob is responsible for tracking and reconciling alternative investments to prepare reports for client meetings.

Prior to joining Clearstead, Jacob earned a Master of Finance degree from Weatherhead School of Management at Case Western Reserve University as well as a Bachelor of Science degree from The Ohio State University. He also gained valuable experience during his time as a Finance & Accounting Intern at Sotera Health.


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 its clients.