OUR TEAM

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William O. Hall, III, CFA, CPA, CFP

President & CEO

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KENNETH R. MORGAN, CFP®, CIMA®, CTFA, AEP®, CEPA

Chief Operating Officer

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John P.M. Higgins

Co-Chairman and Chief Investment Officer

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Nicolas Carter, JD, CTFA

Chief Fiduciary Officer

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Charles S. Willauer

Senior Managing Director

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Megan Fitton, CPA, CFP®

Senior Managing Director

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Julie Webster

Director, Operations

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Tyler Campbell

Portfolio Manager

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Graham Safford

Client Service Associate

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JoEllen Clark

Client Service Specialist

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Kelly King

Client Service Associate

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Lisa Darling

Client Service Specialist

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Sabrina Murphy

Executive Assistant

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Trent M. Meyerhoefer

Chief Financial Officer

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STEVEN F. WOLKEN

Chief Compliance Officer

BOARD OF DIRECTORS

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John P.M. Higgins

Co-Chairman and Chief Investment Officer

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DAVID C. FULTON, JR., CFA

Co-Chairman

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William O. Hall, III, CFA, CPA, CFP

President & CEO

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KENNETH R. MORGAN, CFP®, CIMA®, CTFA, AEP®, CEPA

Chief Operating Officer

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Gregory P. Althans, CPA/PFS, CFP®

Vice Chairman, Head of Wealth Strategy, Clearstead

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Trent M. Meyerhoefer

Chief Financial Officer

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Bradley D. Knapp, CFA, CAIA

Executive Managing Director, Private Client and Trust Services, Clearstead

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Albert J. Bartosic, CPA

Outside Director

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Thomas J. Clarke, Jr.

Outside Director

 
Find Your Trust

CLEARSTEAD TRUST IS STRUCTURED TO PUT CLIENTS’ INTERESTS FIRST THROUGH OUR FEE-ONLY ADVISORY MODEL. WE ARE INDEPENDENT AND BELIEVE THIS IS CENTRAL TO PROVIDING OBJECTIVE ADVICE TO CLIENTS.

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Clearstead Trust is a Maine chartered Trust Company and private client advisory firm that aims to build and protect clients’ wealth over time. 

LEGAL STATEMENT

PRIVACY NOTICE

CONTACT US

1 Union Street | Suite 302
Portland, ME 04101
207-775-7200

© Clearstead Trust | All Rights Reserved