Claire joined the Clearstead Institutional Consulting Group in 2024. As an Associate, Claire serves institutional clients. She reviews asset allocation, investment goals and objectives, and monthly and quarterly performance results, as well as performs manager searches and due diligence.

Prior to joining Clearstead, Claire worked at Hirtle, Callaghan & Co. as an investment analyst supporting the public equity and private credit teams. She also previously worked at MAI Capital Management as a portfolio management analyst. Claire earned her BA in Finance and Dance from Case Western Reserve University.