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Kaitlyn Hartburg

Family Office Professional

Kaitlyn joined Clearstead in 2021. As the family office professional, Kaitlyn is responsible for providing private clients with payroll, general bill pay, bill pay reports, and bookkeeping services. She also assists with special projects throughout the firm, as needed.

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

We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.

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.

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

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