Jane F. Battes, SPHR

Managing Director, Human Resources

Jane joined the Clearstead team in 2015 as the Director of Human Resources.  In her role, she provides strategic advice, guidance and leadership across the firm on all aspects of Human Resources.  This includes recruiting and staffing, performance management and improvement systems, policy development and documentation, employee relations, compensation and benefit administration, and employee safety and wellness. 

Jane received a Master’s of Education from Cleveland State University focusing on Adult Learning and Development and Bachelor’s Degree from Capital University in Human Resources Management.  Prior to joining Clearstead, Jane held Human Resources leadership positions at WEWS/Channel 5 and Fort Dearborn Life Insurance Company. 

Find Your Clarity

We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.

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.




1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114