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Sue Witalis

Trader, Performance Analytics & 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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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.

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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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1100 Superior Avenue East
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