Dave Fulton

Chief Executive Officer at Clearstead Advisors, LLC

Finance

Consumer Services

Profile

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.

Dave Fulton active positions

Companies	Position	Start
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).	Chief Executive Officer	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.	Chief Executive Officer	-

All active positions of Dave Fulton

Training of Dave Fulton

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

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Dave Fulton's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	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