Erin D. H. Gray
Analyst-Festverzinsliche Wertpapiere bei Clearstead Advisors, LLC
Profil
Ms. Erin D.
Gray is a Business Analyst at Clearstead Advisors, LLC.
She joined Clearstead in 2009.
As a Business Analyst, she serves as a subject matter expert on multiple platforms and databases used by the Clearstead Investment Office that integrate with the firm’s CRM.
She creates and maintains reports needed to efficiently track, measure, and evaluate investment managers and investment vehicles.
In addition, she works with the Reporting and Operations group to maintain data integrity between portfolio reporting systems, investment management systems, and the CRM.
Prior to joining Clearstead, Erin was a member of the Investment Consulting Group at C.H.
Dean & Associates in Dayton, Ohio, as a Research Analyst.
She holds a M.B.A.
from Baldwin Wallace University and a B.B.A.
in Finance from Kent State University.
Aktive Positionen von Erin D. H. Gray
| Unternehmen | Position | Beginn |
|---|---|---|
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). | Analyst-Festverzinsliche Wertpapiere | 01.03.2009 |
Ausbildung von Erin D. H. Gray
| Kent State University (Ohio) | Undergraduate Degree |
| Baldwin-Wallace College | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
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 |