Family Office Professional
Prior to joining Clearstead, Kaitlyn had over six years’ experience as an Office Manager in both the manufacturing and abatement industries. Her experience with small business administration, bookkeeping, accounts payable, accounts receivable, and payroll has given her a unique skillset to assist the firm’s private clients with these services. Kaitlyn is also a Notary Public in Summit County.
FIND YOUR CLARITY
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.
Clearstead is an institutional investment consulting and private wealth management firm. We are relentless in providing financial solutions so clients can exceed their aspirations and build legacies for their families, organizations, communities, and themselves.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114