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Clearstead supports its growth strategy with Avalon Trust acquisition

The private equity-backed firm adds about $2 billion in client assets under management and offices in New Mexico, New Jersey and Oregon with the deal.

United statesNew jerseyJulia petersKathleen thompsonFlexpoint fordAndrew wallersteinChristine mcdermottDave fultonHartland coClearstead advisorsAvalon trustNew mexico basedSustainable clearsteadRosemont investment partners

Clearstead Advisors acquires boutique Westlake financial advisory

The deal with Scott Snow (financial advisors) marks Clearstead's sixth acquisition in the past seven years.

United statesKathleen thompsonFlexpoint fordTrent meyerhoeferDave fultonHartland coClearstead advisorsScott snowRosemont investment partners

Clearstead Advisors names new CFO as firm plans out further acquisitions

Trent Meyerhoefer joins the RIA following work at BBQGuys Holdings, Ranpak Holdings and more than two decades of experience at Eaton Corp., which he left a couple of years ago as company treasurer.

United statesBaton rougeKathleen thompsonFlexpoint fordTrent meyerhoeferDave fultonHartland coBbqguys holdingsRanpak holdingsEaton corpClearstead advisorsRosemont investment partners

Chicago s Flexpoint Ford acquires Cleveland RIA Clearstead

Chicago s Flexpoint Ford acquires Cleveland RIA Clearstead
crainscleveland.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from crainscleveland.com Daily Mail and Mail on Sunday newspapers.

United statesDaniel edelmanFlexpoint fordSteve begleiterDave fultonOswald centreHartland coBurkhart coClearstead advisorsCleveland heights basedRosemont investment partners

Rosemont sells minority stake in consultant Clearstead to Flexpoint

Rosemont sells minority stake in consultant Clearstead to Flexpoint
pionline.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from pionline.com Daily Mail and Mail on Sunday newspapers.

Thomas hartlandDavidc fulton jrBrad mookFlexpoint fordRosemont investment groupHartland coRosemont partners

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