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Kyle Shuki

Performance Analyst

Kyle joined the reporting and operations team as a performance analyst in 2021. As a 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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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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