External Board Member
Jennifer Coleman joined the Clearstead Management Committee, the governing board of the firm, in January 2019.
Jennifer is former chair of both the Cleveland Landmarks Commission and Downtown/Flats District Design Review Board and has helped launch and lead innovative programs dedicated to improving the quality of life, history, and culture of the Cleveland area. In her current role as senior program officer for The George Gund Foundation, Jennifer oversees arts grantmaking for the foundation.
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.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114