SueWitalis2021

Susan E. Witalis

Trader, Performance Reporting & Operations

Sue joined Clearstead in 2015 as a Client Service Associate in the Private Client Group and is now the firm’s dedicated trader.  She executes all equity, fixed income, and mutual fund trades and assists the other members of her team when needed.   

Sue holds a BA and MBA from Baldwin Wallace University.   Prior to joining Clearstead, Sue was a European Equity Trader at Victory Capital Management for 17 years. 

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Clearstead is structured to put client's interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to 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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