Sarah R. Frish
Institutional Operations Associate, Performance Reporting and Operations
Sarah joined Clearstead in 2015 as an Associate in the Performance Reporting and Operations group. She is responsible for coordinating client onboarding, account transactions, updating and maintaining databases, and preparing trade recommendations. She supports the Institutional Consulting Group in both operational and customer service aspects and works directly with our institutional clients.
Prior to joining Clearstead, Sarah spent eight years with a leading Self-Directed IRA Custodian facilitating client’s alternative investments. In this role she actively educated clients on the many Internal Revenue Codes surrounding retirement plans and helped to ensure their investments were compliant with IRS guidelines to avoid additional risk. Sarah currently attends Ursuline College and is double majoring in psychology and business management.
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