Kimberly D. Trnavsky

Alternatives Investment Specialist

Kimberly joined Clearstead in 2015 and has 25 years’ experience in the Financial Industry. Her primary duties include supporting the ClearAccess platform through maintaining the investor database for all alternative investments, facilitating alternative investment commitments, cultivating relationships with various fund managers as it relates to operations, and overseeing all operational procedures within the platform.

Prior to joining Clearstead, Kimberly spent 16 years at two separate local independent financial firms. Kimberly holds a Bachelor of Science from Kent State University and maintains a State of Ohio Insurance License and is a Notary Public in Cuyahoga County. 

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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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