Sue joined Clearstead in 2013. As a Senior Client Service Associate, Sue’s work entails delivering each of the four broad services for her assigned clients, generating reports, reconciling accounts, establishing new relationships, and other tasks involved with serving wealth management clients. She is also responsible for account maintenance, investment statement production, and other special projects.

Prior to joining Clearstead, Sue worked as a Client Service Manager for Creekside Financial Advisors, Cedar Brook Financial Partners, and Fairport Asset Management. She earned a B.A. in Management from Baldwin Wallace, and holds a Certificate in Human Resources Management.