Clearstead
Steven Wolken is a seasoned finance professional currently serving as Chief Compliance Officer at Clearstead Advisors, LLC, a position held since October 2011. Prior experience includes directing investments at Chess Financial Corp from December 2004 to September 2011, and serving as an analyst at Victory Capital Management from June 1998 to December 2004. Steven holds both a B.S. in Finance and an MBA in Finance from John Carroll University, where studies were completed from 1994 to 1998.
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Clearstead
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Clearstead is an institutional investment consulting and private wealth management firm. Clearstead's former name brand is Hartland, which was established in 1989 by namesake founder Thomas Hartland.
Employees
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