Carl currently serves as Co-Chairman of Clearstead, after serving as President, heading the Research Department, and being a co-leader of the Private Client Group since the group was formed in 2010. His role at Clearstead now includes growth initiatives. Carl’s deep background in investments include equity including individually traded stocks, fixed income, private equity, hedge funds, and direct lending and start-up equity. Carl was a formative member of the Clearstead Investment Committee and is a voting member. He also serves on Clearstead’s Board of Directors. Carl’s finance career spans 39 years in many facets of investments. Beginning as a comme