Jennifer D. Lucas, COM®

Office Administrator

Jennifer has been with Clearstead since 2010 and has held many positions including Executive Assistant to the President and CEO. In 2020, Jennifer was promoted as Office Administrator. She assists in the development and implementation of firm policies and procedures, as well as manages and oversees the Reception Staff. Prominent among these responsibilities is the coordination of major firm events and facilitating special projects. She also assists the HR Director with all recruiting needs for the firm.

Prior to joining Clearstead, Jennifer was employed by Cleveland Clinic. She was responsible for a wide variety of Executive and Administrative duties. Jennifer has over 26 years of experience working with C-level management.

YOUR FUTURE IN FOCUS

At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.

Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.

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1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090

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