Dave Fulton

Amministratore Delegato presso Clearstead Advisors, LLC

Finance

Consumer Services

Profilo

Mr. David C.
Fulton is a Chairman & Chief Executive at Clearstead Advisors, LLC and a President, Chief Executive Officer & Director at Hartland Management Investors LLC.
He is on the Board of Directors at Hartland Management Investors LLC.
He sets and oversees the strategic direction, and is responsible for all aspects of client service, marketing, and operations at Clearstead Advisors.
He has been in the financial advisory business for over thirty years, and has led several firms to significant growth.
He holds the Chartered Financial Analyst designation, and is a graduate of Amherst College and The Tuck School of Business at Dartmouth.

Posizioni attive di Dave Fulton

Società	Posizione	Inizio
Clearstead Advisors, LLC Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities).	Amministratore Delegato	01/01/2009
Hartland Management Investors LLC Hartland Management Investors LLC Financial ConglomeratesFinance Hartland Management Investors LLC provides banking and financial services. The company is headquartered in Cleveland, OH.	Amministratore Delegato	-

Tutte le posizioni attive di Dave Fulton

Formazione di Dave Fulton

Amherst College	Undergraduate Degree
Tuck School of Business at Dartmouth	Undergraduate Degree

Esperienze
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Inattive

Società quotate in Borsa

Aziende private

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Società collegate

Aziende private	2
Clearstead Advisors, LLC Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities).	Finance
Hartland Management Investors LLC Hartland Management Investors LLC Financial ConglomeratesFinance Hartland Management Investors LLC provides banking and financial services. The company is headquartered in Cleveland, OH.	Finance