Clearstead Avalon Trust
Founded in 1998, Clearstead Avalon Trust is a state of New Mexico-chartered trust company, which is wholly owned by Clearstead Advisors, a financial advisory firm headquartered in Cleveland, OH. For families and individuals with trust assets, Clearstead Avalon Trust offers the expertise of an investment firm and wealth planning practice, with the resources of a trust company, serving individuals, families, trusts, and foundations. Our approach enables us to craft carefully considered solutions for each client — a product of our best thinking.
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Verified contacts
12
available on Kipplo
LinkedIn employees
19
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
1
tools in use
Monthly traffic
64
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- NM
Nora Miller
Vice President, Senior Trust Officer · Finance & Accounting
EmailPhone - PB
Patrick Barry
Senior Managing Director · General Business & Management
EmailPhone - CC
Cody Cravens
Operations Manager · Operations
EmailPhone - SP
Stacey Pinkwater
Senior Client Service Administrator · Operations
EmailPhone - AB
Ariel Brunn
Portfolio Manager Investment Analyst · Finance & Accounting
EmailPhone - JM
Jake Matthews
Sustainability Analyst · Other
EmailPhone - MW
Margot Warner
Client Relations · Customer/Client Service
EmailPhone - MD
Molly Damron
Client Services · Customer/Client Service
EmailPhone - JT
J. T. Closi
Managing Director · General Business & Management
EmailPhone
Showing 9 of 12 verified contacts
Top roles at Clearstead Avalon Trust
12 distinct titles indexed · top 10 shown.
- 1chief executive officer
- 1client relations
- 1client services
- 1customer service manager
- 1investment administrator
- 1managing director
- 1operations manager
- 1portfolio manager investment analyst
- 1senior client service administrator
- 1senior managing director
- +2more titles
Sign up to unlock all 12 contacts at Clearstead Avalon Trust
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