Cleveland's Ceos You Should Know

On January 1, 2025, Brad was named President and CEO of Clearstead, succeeding longtime partner David Fulton who has assumed the role of Chairman Emeritus. As CEO, Brad is now leading a larger and more complex firm than existed ten years ago, with revenues and earnings having grown significantly and the number of employees and assets under advisement increasing several times. The firm has acquired eleven firms in the past ten years and has added capabilities in tax compliance and financial planning while also forming Clearstead Trust, a nondepository trust company. Brad’s appointment as CEO was part of a longstanding management succession plan at Clearstead. He will continue to be instrumental to strategic initiatives at Clearstead, including accelerating organic growth through the addition of new channels and holistic service offerings, investing in technology to improve the client and advisor experience, and expanding our geographic footprint through integrating strategic acquisitions. Brad holds the Charte