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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At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.
Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.
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