Bradley Knapp Appointed as President and CEO of Clearstead Advisors

Clearstead Advisors Welcomes New Leadership with Bradley Knapp



Clearstead Advisors, LLC, a prominent financial advisory firm based in Cleveland, Ohio, has announced a pivotal leadership change as Bradley D. Knapp, CFA, CAIA, is set to step into the role of President and Chief Executive Officer on January 1, 2025. This appointment follows the tenure of David C. Fulton, Jr., CFA, who has successfully led the firm since 2014 and will continue to serve on its Board of Directors.

Clearstead is known for managing over $47 billion across various client types, including private clients, institutions, and trusts. With a professional team of 250 and offices in nine cities, the firm has experienced considerable growth, particularly since it was acquired by Flexpoint Ford, a private equity firm focused on healthcare and financial services, in 2022.

Bradley Knapp steps into this leadership role amid substantial organizational growth. His predecessor, Mr. Fulton, played an instrumental part in expanding Clearstead's revenues, workforce, and capabilities, including the establishment of Clearstead Trust, a nondepository trust company, and the addition of tax compliance and financial planning services.

In recent years, Clearstead has undergone a transformation, having made eleven acquisitions which have diversified and strengthened its service offerings. Mr. Knapp's appointment is a continuation of a well-laid succession plan designed to ensure stability and continuity at the helm of the firm. Fulton has praised Knapp as an exceptional leader, noting his critical contributions to the firm’s organic growth, service enhancement, and technological investments that have bolstered client and advisor experiences.

With over 25 years in wealth advisory and investment management, Knapp has been with Clearstead since 2016. He previously held strategic roles within the firm's private client and institutional groups and most recently served as President. His extensive background includes significant positions at two major financial institutions prior to joining Clearstead. This depth of experience positions him well to lead the company into its next chapter.

Upon his appointment, Knapp expressed gratitude for the talented team that surrounds him, emphasizing his commitment to maximizing value for clients and fostering an environment conducive to employee success. He reflected on Clearstead’s potential for further growth and innovation, building on the strong foundation laid during Fulton's leadership.

Board members Daniel Edelman and Steve Begleiter extended their appreciation to David Fulton for his leadership, highlighting that the firm’s impressive growth is a testament to his vision and management skills. They expressed delight in Brad Knapp's ascension to CEO, confident that he will carry forward Clearstead's mission and values.

Founded in 1989, Clearstead Advisors provides a comprehensive suite of services designed to meet the complex financial needs of its clients, encompassing financial and tax planning, investment management, and trust services. The firm's client roster is broad, including families, institutions, and related entities, all benefiting from the firm's research-driven approach.

In closing, the appointment of Bradley Knapp marks both an exciting transition and a reaffirmation of Clearstead’s commitment to excellence in financial advisory services. As the firm looks to the future, it continues to prioritize the individual needs of its clients while ensuring an innovative and supportive work environment for its advisors and staff.

For more information about Clearstead Advisors and its services, visit www.clearstead.com.

Topics Financial Services & Investing)

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