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.
Find Your Clarity
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.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114