St. Clair Advisors Llc
We are an independent, multi-family office serving the broad financial needs of a select group of wealthy families, business owners and corporate executives. As an intentionally small firm, we offer a boutique family office experience that holistically integrates tax planning and preparation, customized financial planning, investment advisory and estate planning under one roof. Our full suite of services helps wealthy families organize their affairs and manage capital for current and future generations. We provide fee-only advice, do not accept commissions and are not constrained by proprietary platforms or investment products. Being independent helps ensure we place the long-term interests of clients before the short-term interest of the business.
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Verified contacts
10
available on Kipplo
LinkedIn employees
12
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
42
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- JM
Jill Miterko
Director of Investment Operations · Operations
EmailPhone - CS
Craig Steinbrink
St Clair Advisors Llc · Other
EmailPhone - MJ
Mary Jean Skutt
Senior Client Service Director · Customer/Client Service
EmailPhone - SK
Sean Kuenzig
Client Service Director · Customer/Client Service
EmailPhone - DK
Donna Kennedy
Executive Assistant Office Manager · Operations
EmailPhone - MC
Mark Cleary
Financial Planning Specialist · Finance & Accounting
EmailPhone - FB
Fred Botek
St Clair Advisors Llc · Other
EmailPhone - JP
Judy Pistner
St Clair Advisors Llc · Other
EmailPhone - KS
Kelly Schmidt
St Clair Advisors Llc · Other
EmailPhone
Showing 9 of 10 verified contacts
Top roles at St. Clair Advisors Llc
7 distinct titles indexed · top 7 shown.
- 4st clair advisors llc
- 1chairman emeritus
- 1client service director
- 1director of investment operations
- 1executive assistant office manager
- 1financial planning specialist
- 1senior client service director
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