Shows
Stock Market News and Info DailyStocks Plunge as Tech Volatility Spooks Market: S&P 500, Nasdaq Dip Amid Earnings, Fed UncertaintyUnited States stock markets experienced a sharp downturn today as major indices lost ground, with the Standard and Poor’s Five Hundred Index dropping nearly two percent, the Nasdaq Composite declining more than two and a half percent, and the Dow Jones Industrial Average falling just under two percent, according to Murray Financial Services and Clearstead. This wave of selling was attributed to renewed anxiety about high valuations in technology, particularly among artificial intelligence and megacap stocks, which had led gains for much of the year but fueled market volatility as earnings season progressed.As the week unfolded, ea...
2025-11-2403 min
Weekly Impact by Lay of The Land10-6-25 Brad Knapp - ClearsteadIn this conversation, Jim Haviland speaks with Bradley Knapp, the leader of Clearstead, about the company's growth, the importance of culture in leadership, and the impact of mentorship in the business community. They discuss how Clearstead integrates various financial services to provide holistic advisory services to clients and the significance of a long-term focus in business strategy. Bradley shares insights on leadership lessons learned, the value of community involvement, and offers advice for aspiring entrepreneurs.Linkshttps://www.linkedin.com/in/bradley-knapp-cfa-caia-a4a25a4/https://www.linkedin.com/in/tomhartland/...
2025-11-0609 min
Cleveland's CEOs You Should KnowBrad Knapp, CEO ClearSteadOn 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 su...
2025-08-0612 minCleveland's CEOs You Should KnowBrad Knapp, CEO ClearsteadAs 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 ad...
2025-07-2412 min
Gains with Andy GiersherStocks: Second Half OutlookWe’re nearing the midpoint of 2025, and the big question is: where are stocks headed in the second half of the year?
This week on Gains, we’re joined by Jim Awad, Senior Managing Director at Clearstead Advisors in New York, to share his outlook on the markets and what investors should watch in the months ahead.
Make sure to subscribe to us on the Audacy app; leave us a review & rate on Apple Music, too! Have a question for host Andy Giersher? Tweet him @Giersh. Never miss an episode from us! Hit the follow button on our Insta & Twitter
2025-06-1211 minGains with Andy GiersherStocks: Second Half OutlookWe’re nearing the midpoint of 2025, and the big question is: where are stocks headed in the second half of the year?
This week on Gains, we’re joined by Jim Awad, Senior Managing Director at Clearstead Advisors in New York, to share his outlook on the markets and what investors should watch in the months ahead.
Make sure to subscribe to us on the Audacy app; leave us a review & rate on Apple Music, too! Have a question for host Andy Giersher? Tweet him @Giersh. Never miss an episode from us! Hit the follow button on our Insta & Twitter
2025-06-1211 min
Dakota Research PodcastRayJay Salt Lake Advisors, International Equity RFP, Private Market Plans and Investments, Fund LaunchesIn this episode of the Dakota Fundraising News Podcast, Pat and Konch cover notable job changes, including Bradley Knapp being named CEO of Clearstead Advisors, Jason Handrinos joining Mesirow as Global Head of Fixed Income Sales, and Jinny Lee moving from the University of Chicago to the National Geographic Foundation. RIA/FA M&A highlights feature Hightower’s strategic investment in Dechtman Wealth Management, Raymond James recruiting advisors Scott Burnett and Peter Kelson from Zions Direct with over $5B in assets, and Summit Financial acquiring Midway Wealth Partners, expanding its footprint in Chicago. Institutional coverage includes a $30M international eq...
2024-12-1813 min
Rosemont Roundtable: Exploring the Business of Investment ManagementThe Power of Strategic Partnerships with Clearstead and WSTIn the latest episode of the Rosemont Roundtable podcast, we sit down with two special guests for a conversation about a transaction between two Rosemont Investments – Wilbanks Smith and Thomas (WST) and Clearstead – in which WST was acquired by Clearstead and rebranded as Clearstead Advisory Solutions. Today, Clearstead has $44 billion assets under advisement*, including a significant chunk of assets under management.Co-Chairman of Clearstead, Carl Tippit, CFA, and Executive Managing Director of Clearstead (formerly of WST) Wayne Wilbanks CFA, explored the intricacies of WST’s acquisition into Clearstead. Host Chas Burkhart, CEO of Rosemont, set the stage by deta...
2024-09-2638 min
Gains with Andy GiersherStock Market WeaknessAs predicted on recent episodes of the Gains podcast, our financial market analysis has been indicating weakness in stocks, and now we're witnessing the fruition of those predictions. This week, we talk with two of our regular guests about what's behind the recent declines. Jim Awad, Senior Managing Director at Clearstead Advisors in New York. Paul Nolte, Senior Wealth Advisor & Market Strategist at Murphy & Sylvest in Chicago. Make sure to subscribe to us on the Audacy app; leave us a review & rate on Apple Music, too! Have a question for host Andy Giersher? T...
2024-04-3024 minGains with Andy GiersherStock Market WeaknessAs predicted on recent episodes of the Gains podcast, our financial market analysis has been indicating weakness in stocks, and now we're witnessing the fruition of those predictions. This week, we talk with two of our regular guests about what's behind the recent declines. Jim Awad, Senior Managing Director at Clearstead Advisors in New York. Paul Nolte, Senior Wealth Advisor & Market Strategist at Murphy & Sylvest in Chicago. Make sure to subscribe to us on the Audacy app; leave us a review & rate on Apple Music, too! Have a question for host Andy Giersher? T...
2024-04-3024 min
Sharing Knowledge SeriesUnderstanding wealth management and preserving generational wealthWhat is wealth management and preservation, and why is it important for individuals and families?This question and more gets answered in the 27th episode of the Sharing Knowledge Series. Host Kevin Vonderau, chief lending officer at Westfield Bank, discusses wealth management, strategies for financial planning, and preserving wealth across generations with guests Brad Knapp, president of Clearstead and Ken Morgan, chief operating officer at Clearstead Trust.Investment products:• Are not FDIC insured• Are not bank guaranteed• May lose value• Are not a deposit• A...
2024-03-2100 min
Trusted Advisor Podcast SeriesPreserving Multi-Generational Wealth Utilizing Private Family Trust CompaniesWhy do families set up family trust companies? Why is now an important time to consider doing estate planning and setting up a family trust company? Rod talks with Cindy Steeb of Clearstead about her new book and how private family trust companies can help families preserve multi-generational wealth.
2024-01-1700 min
Guardians of Finance with Matt McLaughlinDave Fulton, CFA, Co-Chair and CEO of ClearsteadIn this episode, we talk with Dave Fulton, CFA, Co-Chair and CEO of Clearstead. Dave has a long and distinguished career in Northeast Ohio. We talk about his career progression and work at both big and small firms around Cleveland, we go into detail about Clearstead's past, present and future, and also dive into Dave's personal life passions where he stays active on multiple fronts. Thanks for listening and we hope you enjoy this episode with Dave Fulton. Connect with Dave here: Dave Fulton LinkedInHost Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamo...
2024-01-0230 min
Gains with Andy Giersher2024 Stock Market ForecastsIt's the end of 2023, and markets are finishing the year on a strong note. Now, it's time to look to 2024 and explore what the future holds for stocks. Today on the Gains podcast, we are bringing on four of our regular experts to share their forecasts for the new year. - Jim Awad, Senior Managing Director at Clearstead Advisors in New York. - Chuck Carlson, CEO of Horizon Investment Services & Publisher UpsideStocks.com in Hammond. - Mark Hulbert, Investment Columnist for The Wall Street Journal, Barron's & MarketWatch.com in Washington D.C.
2023-12-2739 minGains with Andy Giersher2024 Stock Market ForecastsIt's the end of 2023, and markets are finishing the year on a strong note. Now, it's time to look to 2024 and explore what the future holds for stocks. Today on the Gains podcast, we are bringing on four of our regular experts to share their forecasts for the new year. - Jim Awad, Senior Managing Director at Clearstead Advisors in New York. - Chuck Carlson, CEO of Horizon Investment Services & Publisher UpsideStocks.com in Hammond. - Mark Hulbert, Investment Columnist for The Wall Street Journal, Barron's & MarketWatch.com in Washington D.C.
2023-12-2739 min
Gains with Andy GiersherNovember's Market MomentumNovember has proven to be a formidable month for stocks, so far. On today's Gains podcast, we're joined by a trio of our regular guests to get their insights on the recent surge in equity prices and explore whether this momentum will continue into the upcoming year. We welcome - Chuck Carlson, CEO of Horizon Investment Services and Publisher of UpsideStocks.com; Jim Awad, Senior Managing Director at Clearstead Advisors; and Jack Ablin, Chief Investment Officer at Cresset Capital.
2023-11-2928 minGains with Andy GiersherNovember's Market MomentumNovember has proven to be a formidable month for stocks, so far. On today's Gains podcast, we're joined by a trio of our regular guests to get their insights on the recent surge in equity prices and explore whether this momentum will continue into the upcoming year. We welcome - Chuck Carlson, CEO of Horizon Investment Services and Publisher of UpsideStocks.com; Jim Awad, Senior Managing Director at Clearstead Advisors; and Jack Ablin, Chief Investment Officer at Cresset Capital.
2023-11-2928 min
Clearstead Investment ForumClearstead Investment Forum – Episode 13 – An Exploration of Emerging MarketsIn this episode – An Exploration of Emerging Markets – Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Genna Lozovsky, Co-Founder and Managing Partner, Sandglass Capital Advisors. They discuss trends and investment opportunities in emerging markets. Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for listening.Disclosures: This podcast is being provided for informational purposes only. Any performa...
2023-09-211h 00Clearstead Investment ForumClearstead Investment Forum – Episode 12 – The Impact of AI on InvestmentsIn this episode – The Impact of AI on Investments – Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Richard Socher, Managing Partner at AIX Ventures and Founder and CEO of You.com. They discuss trends in artificial intelligence (AI) and what this technology could mean for investors and the future of the workplace. Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for listenin...
2023-07-1250 minClearstead Investment ForumClearstead Investment Forum – Episode 11 – A Discussion of the Banking SectorIn this episode – A Discussion of the Banking Sector – Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Fred Cummings, President and Founder of Elizabeth Park Capital Management.They discuss recent events in the banking sector, as well as trends and investment opportunities in the space. Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for listening.Disclos...
2023-04-131h 01Clearstead Investment ForumClearstead Investment Forum – Episode 10 – Private Credit & ESG ConsiderationsIn this episode – Private Credit & ESG Considerations - Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Sheru Chowdhry, founder and Chief Investment Officer at DSC Meridian Capital.They discuss trends and investment opportunities in the private credit space. Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for listening. Disclosures: This podcast is being provided for informa...
2023-02-2148 minClearstead Investment ForumClearstead Investment Forum – Episode 9 – Staying in the Game: Women in Venture CapitalIn this episode – Staying in the Game: Women in Venture Capital – Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Yasmine Lacaillade, Founder and Managing Partner at Sinefine.They discuss various challenges facing women in venture capital (“VC”) and trends in the VC space.Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for listening. Disclosures: This podcast is b...
2022-11-1152 min
Rosemont Roundtable: Exploring the Business of Investment ManagementClearstead CEO Dave Fulton on Navigating Firm OwnershipOn this episode of the Global Investment Leaders podcast, Rosemont CEO Chas Burkhart is joined by Dave Fulton, Chairman and CEO of Clearstead, a Cleveland-based institutional and private client advisory firm that has been constructing globally diversified portfolios for individuals, families, foundations and endowments since 1987. Known for its in-depth investment research and personalized wealth management, the firm advises on approximately $32 billion in assets.* Throughout their conversation, Fulton, who became Clearstead’s CEO in 2013, discussed the choices Clearstead faced around equity succession as the firm’s founder stepped down and new generations of talent sought to build...
2022-11-1029 minClearstead Investment ForumClearstead Investment Forum – Episode 8.1 – Trends in Private EquityIn this episode – Trends in Private Equity – Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Craig MacDonald, Managing Director for HarbourVest. They discuss trends, challenges, and opportunities in private equity markets.Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for listening. Disclosures: This podcast is being provided for informational purposes only. The ideas and opinions expressed...
2022-09-201h 04Clearstead Investment ForumClearstead Investment Forum – Episode 8 – Latin America OpportunitiesDirector, Alternatives at Clearstead interviews Fernando Marques Oliveira, Managing Director, Head of H.I.G. Brazil & Latin America and Marcelo Hudik, Managing Director, H.I.G. Brazil & Latin America. They discuss trends, challenges, and opportunities in the Latin American markets. Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for listening. Disclosures: This podcast is being provided for informational purpos...
2022-08-171h 06Clearstead Investment ForumClearstead Investment Forum – Episode 7 – Macro Impacts on Inflation and Investments – feat. Joe Boushelle, Senior Managing Director, Clearstead and Jason Thomas, Managing Director, Head of Global Research, CarlyleIn this episode – Macro Impacts on Inflation and Investments– Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Jason Thomas, Managing Director and Head of Global Research at Carlyle about world events impacting investments. They discuss the current economic environment, inflation, investment opportunities today and the chance of a recession.Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for listening.
2022-06-3053 minClearstead Investment ForumClearstead Investment Forum – Episode 6 – Driving Factors of Oil & Gas Trends – feat. Joe Boushelle, Senior Managing Director, Clearstead and Ryan Sauer, Managing Director, Kayne AndersonIn this episode – Driving Factors of Oil & Gas Trends – Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Ryan Sauer, Managing Director for Kayne Anderson Capital Advisors’ energy private equity strategies. They discuss current trends in energy investing, including current oil and gas prices, green energy solutions, and global energy topics. Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for lis...
2022-04-2049 minClearstead Investment ForumClearstead Investment Forum – Episode 5 – Crypto & Blockchain – feat. Joe Boushelle, Senior Managing Director, Clearstead and Aram Verdiyan, Partner, AccoladeIn this episode – Crypto & Blockchain – Joe Boushelle, CFA, Senior Managing Director, Alternatives at Clearstead interviews Aram Verdiyan, a Partner at Accolade.They discuss current trends in blockchain and cryptocurrency, as well as what the future of the space may look like. Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for listening. Disclosures: This podcast is being provided for informati...
2022-02-1055 minClearstead Investment ForumClearstead Investment Forum - Episode 4 – Energy Transition: A Renewed Discussion – feat. Joe Boushelle, Senior Managing Director, Clearstead and Jim Hughes, Managing Partner, Energy Transition, EnCap InvestmentsIn this episode –Energy Transition: A Renewed Discussion – Joe Boushelle, CFA, Senior Managing Director, Alternatives at Clearstead interviews Jim Hughes, Managing Partner of Energy Transition at EnCap Investments. They discuss trends in the energy transition space, potential impediments to the sector’s growth, and how it has evolved over the course of the COVID-19 pandemic. Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a quarterly discussion between members of our Research team and industry leaders on a current investment-related topic or trend. Thank you for lis...
2021-11-1944 min
Better Business With Barnes podcastBeyond COVID-19: Investment Planning Strategies to Implement NowThe COVID-19 pandemic has brought on new financial stressors that are still impacting our world today. In this episode, our Director Mike Pappas talks with Mike Shebak, Senior Managing Director and Head of Institutional Consulting at Clearstead, and Dale Vernon, Principal at Bernstein Global Wealth Management. They discuss building financial security through various investment planning strategies that will last post-pandemic. Key items discussed: How has COVID-19 affected the future of investment planning? Should investors expect this stock market to continue? What are the implications of inflation on investment portfolios? How should clients think about spending relative to...
2021-09-1623 min
Better Business With Barnes podcastBeyond COVID-19: Investment Planning Strategies to Implement NowThe COVID-19 pandemic has brought on new financial stressors that are still impacting our world today. In this episode, our Director Mike Pappas talks with Mike Shebak, Senior Managing Director and Head of Institutional Consulting at Clearstead, and Dale Vernon, Principal at Bernstein Global Wealth Management. They discuss building financial security through various investment planning strategies that will last post-pandemic. Key items discussed: How has COVID-19 affected the future of investment planning? Should investors expect this stock market to continue? What are the implications of inflation on investment portfolios? How should clients think about spending relative to...
2021-09-1623 minClearstead Investment ForumClearstead Investment Forum - Episode 3 – Technology & Aging: Trends in Venture Capital – feat. Joe Boushelle, Senior Managing Director, Clearstead and Tracy Chadwell, Founding Partner of 1843 Capital.In this episode – Technology & Aging: Trends in Venture Capital – Joe Boushelle, CFA, Senior Managing Director, Alternatives at Clearstead interviews Tracy Chadwell, Founding Partner of 1843 Capital.They discuss silver tech (technology for the aging) and other technology trends that are increasing in interest in the venture capital space. Recorded video highlights from this interview can be found here: https://vimeo.com/clearstead Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a quarterly discussion between members of our Research team and industry leaders on a cur...
2021-07-2715 minClearstead Investment ForumClearstead Investment Forum - Episode 2 – Meaningful Combination: Private Equity & ESG – feat. Svetlana Loshakov, Clearstead and Keith Breslauer, founder of Patron Capital and Managing Partner of the Patron Capital FundsIn this episode – Meaningful Combination: Private Equity & ESG – Svetlana Loshakov, CFA, Senior Managing Director, Alternatives at Clearstead interviews Keith Breslauer founder of Patron Capital and Managing Partner of the Patron Capital Funds.They discuss ESG (Environmental, Social, and Governance) and impact investing trends in the Private Equity space, and specifically the efforts Patron Capital has put into charitable work and striving to making an impact. Clearstead’s Research team interacts with many investment managers that claim ESG compliance, and this episode’s discussion provides an example of one such manager aiming to qualify and quantify their imp...
2021-04-2218 minClearstead Investment ForumClearstead Investment Forum - Episode 1 – No Longer an Alternative – feat. Svetlana Loshakov, Clearstead and Stewart Kohl, The Riverside CompanyIn this episode – No Longer an Alternative – Svetlana Loshakov, Senior Managing Director, Alternatives at Clearstead interviews Stewart Kohl, Co-CEO of The Riverside Company on private equity investments. They discuss the evolution of private equity, what might constitute a successful private equity manager, and diversity and inclusion in the industry. Recorded video highlights from this interview can be found here: https://vimeo.com/clearstead Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a quarterly discussion between members of our Research team and industry l...
2021-01-1919 minClearstead Investment ForumClearstead Investment Forum - Trailer - Coming 2021Welcome to Clearstead’s Investment Forum. Our quarterly podcast will feature discussions between senior members of our in-house Research team and industry professionals, allocators, and managers on current topics and trends.Stay tuned for our first episode in January of 2021. Learn more about our firm at clearstead.com or email us at info@clearstead.com. DISCLOSURES:This podcast is being provided for informational purposes only. The ideas and opinions expressed on this show by its host and its guest speakers do not necessarily reflect the viewpoints of Clearstead Advisors, LLC or its...
2020-12-1701 min
On Crisis with Joanna DovenEpisode 2 w/ Clearstead Senior Managing Director Mike ShebakSince the pandemic swept the globe, financial markets have been in a "crisis of clarity" and financial advisory firms have been thrust into an uncomfortable dual role: becoming both financial and crisis communication experts. We talk with Mike Shebak, senior managing director of , one of the largest independent financial advisory firms in the Midwest, on how they pivoted their firm from not just managing nearly $25 billion in client assets, but setting daily steadfast client communications that quelled fears and created opportunities to foment even stronger client relationships.
2020-12-0244 min