T.J. joined the reporting and operations team as a reporting associate in 2022. T.J. will be maintaining client portfolios in the reporting system, producing and editing quarterly investment reports, and utilizing information from the database for institutional client reports.

Prior to joining Clearstead, T.J. earned a bachelor’s degree from John Carroll University in Finance & Wealth Management. While pursing his degree, T.J. held internship positions in the financial services industry with Equitable Advisors and Zappitelli Financial.