Dave Fulton

Direttore/Membro del Consiglio presso

Clearstead Advisors, LLC

Consumer Services

Finance

Profilo

Mr. David C.
Fulton is on the Board of Directors at Clearstead Advisors, LLC.
He serves on the Board of Directors for Clearstead.
Prior to this role, he served as Chief Executive Officer and led significant growth in the firm’s revenues and earnings, as well as the number of employees and assets under advisement.
He has been in the financial advisory business for over thirty years and has led several firms to significant growth.
Mr. Fulton was previously employed as a President, Chief Executive Officer & Director by Hartland Management Investors LLC.
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 believes in diversification across a variety of asset classes using both passive and active strategies. The firm’s in-house research team performs fundamental, qualitative, and quantitative research on economic trends, asset allocation, and manager selection.	Direttore/Membro del Consiglio	01/01/2025

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Precedenti posizioni note di Dave Fulton

Società	Posizione	Fine
Hartland Management Investors LLC Hartland Management Investors LLC Financial ConglomeratesFinance Provides investment services	Amministratore Delegato	-

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Società collegate

Aziende private	4
Amherst College Amherst College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Clearstead Advisors, LLC Clearstead Advisors, LLC Investment ManagersFinance Clearstead believes in diversification across a variety of asset classes using both passive and active strategies. The firm’s in-house research team performs fundamental, qualitative, and quantitative research on economic trends, asset allocation, and manager selection.	Finance
Tuck School of Business at Dartmouth Tuck School of Business at Dartmouth Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Hartland Management Investors LLC Hartland Management Investors LLC Financial ConglomeratesFinance Provides investment services	Finance