Haley is a Director of Portfolio Management in the Private Client Group and is responsible for the development and management of investment policy, asset allocation, manager selection, and portfolio monitoring. She also serves as an advisor to affluent multi-generational families coordinating investment management, trust and estate planning, tax planning, and family office services. Prior to joining Clearstead, Haley was an Assistant Vice President, Investment Advisor with PNC Wealth Management in Cleveland. Haley holds a Bachelor of Science in Finance and Accounting from Miami University. She holds the Chartered Financial Analyst (CFA®) designation and is an active member of the CFA Societ