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Theodore J. Robbins, CPA, CFP®

Director, Private Client Group

Ted joined Clearstead in 2014.  He is a member of the Financial Planning Department in the Private Client Group.  He works closely with our client advisors to deliver net worth reports, cash flow plans, estate analysis, and other financial modeling to our clients.  Ted also serves in an advisor role, where he manages relationships for private client families and individuals. 

Ted has held the Certified Public Accountant (CPA) designation since 2010 and the Certified Financial Planner (CFP) designation since 2016.  Prior to joining Clearstead, Ted worked as a tax consultant with RSM and Grant Thornton.  In these roles, his primary focus was working with large pass-through entities and high-net worth individuals.  Ted earned a BSBA in Accountancy and an MBA from John Carroll University.  He holds a Certificate in Financial Planning from The Ohio State University.

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We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.

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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.

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