Sarah R. O'Connor

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.  

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We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

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