Maureen A. Berthelot
Database Coordinator, Performance Reporting and Operations
Maureen joined Clearstead in 2008 as a Client Services Associate in the Private Client Group and is now a Database Coordinator. In this role, Maureen is responsible for ensuring data integrity as well as for generating the quarterly investment reports.
Prior to joining Clearstead Maureen worked at a large bank as a Trust Associate in the Trust/Wealth Management Department and also at the Internal Revenue Service in the Audit Division.
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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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1100 Superior Avenue East
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