Clearstead Advisors acquires boutique Westlake financial advisory
The deal with Scott Snow (financial advisors) marks Clearstead's sixth acquisition in the past seven years.
Source: crainscleveland.com
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Clearstead Advisors names new CFO as firm plans out further acquisitions
Trent Meyerhoefer joins the RIA following work at BBQGuys Holdings, Ranpak Holdings and more than two decades of experience at Eaton Corp., which he left a couple of years ago as company treasurer.
Source: crainscleveland.com