Sydney joined Clearstead’s Private Client Group as an Associate Portfolio Manager in 2022. She is responsible for the development and management of investment policy, asset allocation, manager selection, and portfolio monitoring. She also helps facilitate trading and provides analytical research.

Prior to joining Clearstead full-time, Sydney served a Financial Services Intern for Clearstead where she participated in a rotational program throughout the firm. Sydney graduated magna cum laude from Ohio University with a bachelor’s in Business Administration, specializing in Investments, Corporate Finance, and Business Analytics. Sydney has been accepted into Engage! Cleveland’s 2022 mentorship program, where she will continue her professional development outside of the firm. She is also a CFA Level II candidate, as well as a member of the CFA Society of Cleveland.