Clearstead Trust Llc
Founded in 2021, Clearstead Trust is a state of Maine-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 Trust provides comprehensive trust administration, corporate trustee services, and investment management. We offer coordination, preservation, and distribution of your assets across generations, ensuring your financial security and empowering future generations with the knowledge to preserve wealth.
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Verified contacts
10
available on Kipplo
LinkedIn employees
11
11 to 50 range
Open roles
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no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- GS
Graham Safford
Associate · Finance & Accounting
EmailPhone - JW
Julie Webster
Senior Managing Director, Trust Operations · Other
EmailPhone - KM
Kenneth Morgan
President and CEO · General Business & Management
EmailPhone - TC
Tyler Campbell
Portfolio Manager · Finance & Accounting
EmailPhone - MF
Megan Fitton
Senior Managing Director · General Business & Management
EmailPhone
Showing 5 of 10 verified contacts
Top roles at Clearstead Trust Llc
7 distinct titles indexed · top 7 shown.
- 2president and ceo
- 1associate
- 1client service administrator
- 1palisade capital management
- 1portfolio manager
- 1senior managing director
- 1senior managing director, trust operations
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