Associate, Performance Reporting and Operations
Sandi joined Clearstead in February 1992 and is the Administrator of Clearstead’s Institutional Reporting Platform. Sandi is responsible for creating and maintaining client portfolios in the reporting system, producing and editing quarterly investment reports, and extracting information from the database to share with various departments.
Prior to her assuming her current role, Sandi held a variety of positions of increasing responsibility. Sandi has been involved with general administrative matters, report graphics and presentations, overseeing the computer network system, maintaining company hardware and software, and building Clearstead’s proprietary investment performance database.
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