Client Service Associate, Private Client Group
Peggy has been working in the financial industry for many years and joined Clearstead in 2006. As a Client Service Associate, Peggy is responsible for coordinating all administrative aspects involved with serving private clients. This includes account transactions, meeting materials and other client deliverables and various special projects. Peggy also provides administrative support for the family offices of various clients.
Prior to joining Clearstead, Peggy worked for various financial institutions and CPA firms and attended Cleveland State University.
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