Dave Fulton
Chief Executive Officer at Clearstead Advisors, LLC
Dave Fulton active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | - |
| Chairman | 01/01/2014 | - | |
| President | 01/01/2009 | 01/01/2014 | |
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. | Director/Board Member | - | - |
| Chief Executive Officer | - | - | |
| President | - | - |
Career history of Dave Fulton
Training of Dave Fulton
| Amherst College | Undergraduate Degree |
| Tuck School of Business at Dartmouth | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Chief Executive Officer | 2 |
| President | 2 |
| Undergraduate Degree | 2 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
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 |
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