CoverProfile

David Sommer

Founder, President & Chief Investment Officer

St Clair Advisors

United States, Ohio, Cleveland

About Me

Dave Sommer is President and Chief Investment Officer at St. Clair Advisors. In his current role, Dave’s duties include developing and executing customized asset allocation as well as the development, execution and communication of appropriate investment strategies for clients. Previously, Dave was a Senior Vice President at Hawthorn, the high net worth division of PNC Bank. Dave’s roles included serving on the Hawthorn Investment and Strategy Committees and the PNC Investment Policy Committee. He also served as the Chief Investment Officer of Sterling, National City Bank’s multi-family office. He served on National City Bank’s Asset Allocation Committee where he helped set investment policy
View more

Profile Information

Founder, President & Chief Investment Officer

St Clair Advisors

Investment Team,Operations Team

Investor

Multi-Family Office

Cleveland

Ohio

United States

May 16, 2024

More profiles to browse

JM
Jill Miterko
Director of Investment Operations
Profile Photo
Fred Botek
Partner and Director of Family Office Services
Profile Photo
Ronald Bates
Chairman
CS
Craig Steinbrink
Partner, Senior Investment Advisor

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
PG
Patricia Gee
Operations
Manhattan Family Office
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PM
Prtima MISHRA1
Software Engineer
PA TEST