DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Family Offices
Portland, ME
Data as of (this record's last observation) from federal regulator filings, firm and issuer disclosures, dfx's own graph. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| Tracy A. Jemison, II, CPA | Executive Managing Director, Private Client Services | leadership | senior | n/a | yes | fact |
| Wayne Wilbanks, CFA | Executive Managing Director, Clearstead Advisory Solutions | leadership | senior | n/a | yes | fact |
| Aneet P. Deshpande, CFA | Chief Investment Officer & Executive Managing Director, Client Solutions | cio | senior | n/a | yes | fact |
| Bradley D. Knapp, CFA, CAIA | CEO & President | leadership | senior | n/a | yes | fact |
| Kenneth Morgan | Chief Executive Officer | leadership | senior | n/a | yes | fact |
| Additional Locations | Institutional Investment Consulting | Direct investments | unknown | n/a | yes | fact |
| Keith Vernon, CFA | Executive Managing Director, Private Client Services | leadership | senior | n/a | yes | fact |
| Brittney Garrett | Chief Operating Officer | operations | unknown | n/a | yes | fact |
| Andrew Wallerstein | Chief Executive Officer, Clearstead Avalon Trust | leadership | senior | n/a | yes | fact |
| Michael P. Shebak III | Executive Managing Director and Head of Enterprise Sales and Marketing | leadership | senior | n/a | yes | fact |
| Kenneth R. Morgan | President & CEO, Clearstead Trust | leadership | senior | n/a | yes | fact |
| David C. Fulton, Jr., CFA | Chairman Emeritus | leadership | senior | n/a | yes | fact |
| Carl J. Tippit, CFA | Co-Chairman | leadership | senior | n/a | yes | fact |
| Bradley D. Knapp | CEO & President | leadership | senior | n/a | yes | fact |
| Michael J. Moss | Head of Integration & Chief of Staff | other | unknown | n/a | yes | fact |
| Matthew Talbot | Executive Managing Director | leadership | senior | n/a | yes | fact |
| Carolyn Raden, CPA | Chief Financial Officer | operations | unknown | n/a | yes | fact |
| Margie Wright-McGowan | Chief Human Resources Officer | leadership | senior | n/a | yes | fact |
| Matthew Shannon | Executive Managing Director, Head of Institutional Consulting Services | leadership | senior | n/a | yes | fact |
| Satricia A. Rice | Executive Managing Director and Head of Private Client Group | leadership | senior | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): Additional Locations (Institutional Investment Consulting), Wayne Wilbanks, CFA (Executive Managing Director, Clearstead Advisory Solutions), Andrew Wallerstein (Chief Executive Officer, Clearstead Avalon Trust), Kenneth R. Morgan (President & CEO, Clearstead Trust), Matthew Talbot (Executive Managing Director), Matthew Shannon (Executive Managing Director, Head of Institutional Consulting Services), Keith Vernon, CFA (Executive Managing Director, Private Client Services), Tracy A. Jemison, II, CPA (Executive Managing Director, Private Client Services), Satricia A. Rice (Executive Managing Director and Head of Private Client Group), Michael J. Moss (Head of Integration & Chief of Staff), Michael P. Shebak III (Executive Managing Director and Head of Enterprise Sales and Marketing), Brittney Garrett (Chief Operating Officer).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan