Dave Fulton, CFA, is Co-Chairman and Chief Executive of Clearstead. He sets and oversees the strategic direction, and is responsible for all aspects of client service, marketing, and operations of the firm. Dave has been in the financial advisory business for over thirty years, and has led several firms to significant growth. He is a Trustee and former Chairman of the Board of University School, and a Trustee of the Lake View Cemetery Association, the Shaker Lakes Foundation, and BVU, Inc. Dave holds the Chartered Financial Analyst designation, and is a graduate of Amherst College and The Tuck School of Business at Dartmouth.