Clearstead Email Formats
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Clearstead
- Clearstead uses 6 different email formats. The most common is lastName (for example, doe@clearstead.com), which appears in about 41% of work addresses.
- Other common patterns include:
- lastName.firstName: doe.jane@clearstead.com (13%)
- lastNameInitial-firstNameInitial: d-j@clearstead.com (24%)
Clearstead’s Popular Email Formats
| Format | Example | Percentage |
|---|---|---|
Format lastName |  doe@clearstead.com | Percentage: 41% |
Format lastNameInitial-firstNameInitial | d-j@clearstead.com | Percentage: 24% |
Format lastName.firstName | doe.jane@clearstead.com | Percentage: 13% |
Format firstNameInitial_lastName | j_doe@clearstead.com | Percentage: 10% |
Format firstNameInitial.lastNameInitial | j.d@clearstead.com | Percentage: 7% |
Format lastNameInitial_firstNameInitial | d_j@clearstead.com | Percentage: 5% |
Contact top employees from
Clearstead
Emily BeiswengerAdvisor Onboarding and Transition Manager
Brittney GarrettChief Operating Officer
Kristen ZigrangClient Service Relationship Manager
Morgan LampkinSenior Client Manager
Stephen DrumInvestment Integration Lead
Harpaul SamarooSenior Client Service Associate
Margie WrightChief Human Resources Officer
Braden YoderPortfolio Operations Manager
Gareth HanniganTeam Lead, Client Services
Kimberly KozakAccounts Payable Lead
Steven WolkenChief Compliance Officer - Clearstead Advisors, LLC (formerly Hartland & Co., LLC)
QuianaSenior Manager Human Resources Operations
Andres ArsuagaSenior Managing Director
Lauren HughesController
John CurleSenior Managing Director
Allen DenglerSenior Managing Director, Head of Investment Solutions
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Clearstead Corporate Information: FAQ
Clearstead is a Cleveland‑based financial services firm founded in 1989 that delivers investment solutions, tax strategies, and enterprise integration to clients across the United States. With an employee base of 200‑500 and annual revenue between $100 million and $500 million, the company focuses on high‑quality service for institutional and affluent markets.
The leadership team brings deep industry expertise: Allen Dengler leads Investment Solutions; Adam Martinson heads Tax; Michael Moss drives Enterprise Integration; David Rubis serves as Regional Liaison in Philadelphia and Senior Managing Director of Private Client Group; Maria Siwek, Andres Arsuaga, John Curle and others oversee senior management functions. Operational support comes from Lauren Hughes (Controller), Jack Glending (Portfolio Management), Brittney Garrett (Chief Transformation & Client Experience Officer), and a dedicated team of analysts, managers and advisors who manage onboarding, transitions, operations, and client relationships.
The leadership team brings deep industry expertise: Allen Dengler leads Investment Solutions; Adam Martinson heads Tax; Michael Moss drives Enterprise Integration; David Rubis serves as Regional Liaison in Philadelphia and Senior Managing Director of Private Client Group; Maria Siwek, Andres Arsuaga, John Curle and others oversee senior management functions. Operational support comes from Lauren Hughes (Controller), Jack Glending (Portfolio Management), Brittney Garrett (Chief Transformation & Client Experience Officer), and a dedicated team of analysts, managers and advisors who manage onboarding, transitions, operations, and client relationships.
Clearstead uses 6 email formats across its organization. The most common pattern is lastName (e.g., doe@clearstead.com), used in approximately 41% of work addresses.
Clearstead currently employs over 200-500 people from United States, with a head office in Cleveland, Ohio.
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