Chief Financial Officer
Kathleen joined Clearstead in January 2019, and as the Chief Financial Officer, is responsible for the firm’s accounting and financial reporting.
Her approach is to provide information in a positive and proactive manner. She leverages her 15+ years of finance and project management experience in banking, consulting, manufacturing, and the legal industries to ensure a methodical and consistent approach is applied to the financial and process improvement initiatives.
Kathleen has BBA and MBA degrees from Ohio University as well as completing an Executive Program at Duke University. She holds certifications as a Project Management Professional (PMP), Certified Business Manager (CBM) and a Certified Kaizen Facilitator (CKF); which are related to project management, finance, and accounting. In 2018, Kathleen authored a chapter in a book on Innovation in Legal Project Management and also volunteers her time and serves on the Deepwood Foundation, Lake Health Foundation, and several other charitable 403© boards in Lake County.
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.