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. 

Find Your Clarity

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.




1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114