OUR TEAM
* indicates shareholder
![](http://clearstead.com/wp-content/uploads/2018/05/corner-mask.png)
Leadership Committee
Private Client Group
![Silhouette_Man 190124JonWatts0019web_R](https://www.clearstead.com/wp-content/uploads/2019/07/Silhouette_Man.jpg)
Andrew Awad
Managing Director
![Silhouette_Man](https://www.clearstead.com/wp-content/uploads/2019/07/Silhouette_Man.jpg)
George Millich
Managing Director, Trusts & Estates
![Dominic C. Hartland_Silhouette_Woman](https://www.clearstead.com/wp-content/uploads/2024/03/Dominic-C.png)
Dominic Caserio
Planning Associate
![Nico C. Silhouette_Man](https://www.clearstead.com/wp-content/uploads/2024/02/Nico-C.png)
Nico Cefaratti
Planning Associate
Institutional Consulting Group
![Emily B. Silhouette_Man](https://www.clearstead.com/wp-content/uploads/2024/03/Emily-B.png)
Emily Beiswenger
Client Service Associate
Clearstead Advisory Solutions Division
Research & Investment Management
![Steve D. ErinGray2021](https://www.clearstead.com/wp-content/uploads/2023/06/Steve-D..png)
Steve Drum
Associate Portfolio Manager
Reporting & Operations
Administration
![Hartland_Silhouette_Woman MonicaFletcher2021](https://www.clearstead.com/wp-content/uploads/2018/09/Hartland_Silhouette_Woman.jpg)
Jackie Nugent
Salesforce CRM, Team Lead
![Hartland_Silhouette_Woman MonicaFletcher2021](https://www.clearstead.com/wp-content/uploads/2018/09/Hartland_Silhouette_Woman.jpg)
Jamie Daher
Director, Process Improvement
YOUR FUTURE IN FOCUS
At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.
![](http://clearstead.com/wp-content/uploads/2018/09/clearstead-logo-small-white.png)
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.
SERVICES
INSIGHTS