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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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Clearstead is structured to put client's interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to 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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