Sharon is a Senior Managing Director with Clearstead Advisors in the Hudson office. She joined Clearstead in 2023 and works with both institutional and private wealth clients. Prior to joining Clearstead, Sharon spent 10 years as a Financial Consultant and Senior Institutional Consultant with Legacy Strategic Asset Management of Wells Fargo Advisors in Hudson. She has a broad background with institutional consulting, private wealth management, commercial banking, private banking, and trust services at multiple firms in Cleveland, OH, Colorado Springs, CO, Columbus, OH and Milwaukee, WI spanning over three decades.
Sharon has a Bachelor of Science degree in Finance from Marquette University and an MBA from the University of Dayton. She achieved the Certified Financial Planner™ designation in 1996 and the Certified Investment Management Analyst (CIMA®) designation in 2009. She is an active member of the Investment & Wealth Institute (IWI) and the Akron Tax and Estate Planning Council.
Sharon volunteers her time serving as the Board Chair of the Board of Directors for Hudson Community Foundation, along with various volunteer activities with her family and colleagues throughout Northeast Ohio.