Administrative Assistant, Institutional Consulting Group
Luz joined Clearstead in 2019 as an Administrative Assistant. She provides direct support to the Institutional Consulting Group through scheduling client meetings and coordinating travel. Luz also provides support on a wide range of administrative functions for our Institutional clients.
Prior to joining Clearstead, Luz was Executive Assistant to the CEO and Travel Coordinator at Longbow Research. She also worked as a part-time administrative assistant at the Cleveland Clinic for the Cardiology and Thoracic Surgeons administrative office.
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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.