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Kyle Shuki

Senior Performance Analyst

Kyle joined Clearstead’s Reporting and Operations team in 2021. As a Senior Performance Analyst, Kyle’s responsibilities include tracking and reconciling alternative investments to prepare reports for client meetings.

Prior to joining Clearstead, Kyle was an intern with Skylight Financial Group in Cleveland, Ohio. He earned a Bachelor’s degree from Miami University studying Finance.

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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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