| Category: | Insurance agency, |
|---|---|
| Address: | E, 1100 Superior Ave #700, Cleveland, OH 44114, USA |
| Postal code: | 44114 |
| Phone: | (216) 621-1090 |
| Website: | http://www.clearstead.com/ |
| Monday: | 8:00 AM – 5:00 PM |
|---|---|
| Tuesday: | 8:00 AM – 5:00 PM |
| Wednesday: | 8:00 AM – 5:00 PM |
| Thursday: | 8:00 AM – 5:00 PM |
| Friday: | 8:00 AM – 5:00 PM |
| Saturday: | Closed |
| Sunday: | Closed |
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Clearstead is an institutional investment consulting and private wealth management firm. We are relentless in providing financial solutions so clients can exceed their aspirations and build legacies for their families, organizations, communities, and themselves. Our employees tackle complex investment, financial, tax, and governance needs for ...
Clearstead Trust is a State of Maine chartered Trust Company that has been granted powers that enable us to coordinate the investment, tax, and legal issues associated with trust instruments. For example, serving as corporate trustee or co-trustee, we are uniquely positioned to act over multiple generations - giving you the confidence that ...
Carl Tippit currently serves as President of Clearstead, after heading the Research Department, and being a co-leader of the Private Client Group since the group was formed in 2010. His role at Clearstead now includes growth initiatives. Mr. Tippit's deep background in investments include equity including individually traded stocks, fixed income, private equity, hedge funds, and direct ...
Clearstead is an institutional and private client advisory firm that has been constructing globally diversified portfolios for individuals, families, foundations, and endowments since 1987. The firm has a robust reputation for in-depth investment research and personalized wealth management and advised over $31 billion in assets at the end of 2021.
This will be the sixth acquisition Clearstead has made in the past seven years, adding about $530 million to Clearstead's $31 billion in assets under advisement. On June 30, Clearstead signed a ...
But Clearstead has been building up to this point regardless of those factors. Hartland was established in 1989 by namesake founder Thomas Hartland. Fulton then took over as CEO in 2014 — when he set the goal to double revenues by 2018 — as Hartland became chairman of the board. A lot has changed since those early days, when the firm was ...
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Clearstead Advisors, LLC is a private client and institutional financial advisory firm located in Cleveland, Ohio. The firm advises over $29 billion for endowments and foundations, retirement funds, healthcare organizations and individuals, families, and related entities. Clearstead employs over 100 professionals, of whom 37 are shareholders in ...
Flexpoint Ford ("Flexpoint"), a private equity investment firm specializing in the financial services and healthcare industries, announced today it entered into a definitive agreement to acquire a majority stake of Clearstead Advisors, LLC ("Clearstead"), a Cleveland, Ohio-based RIA. The transaction is subject to regulatory approval and expected to close by the end of the year ...
Clearstead | 1,240 followers on LinkedIn. Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations, and ...