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
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.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114