Brian Kenneth Hrabak
Director de Inversiones en Clearstead Advisors, LLC .
Perfil
Mr. Brian K.
Hrabak, CFA MBA, is a Senior Managing Director at Clearstead Advisors, LLC.
He joined Clearstead in 2004 and has been a shareholder since 2008.
Mr. Hrabak utilizes his many years of institutional consulting and investment research experience by advising many of Clearstead’s largest and most complex clients.
Prior to joining Clearstead in 2004, he worked as a Senior Tax Consultant in the Private Client Services group of a Big Four accounting firm.
He provided investment advisory services, family wealth planning, estate planning, and tax advice to individuals and privately held businesses.
He received a Bachelor of Arts degree from The College of the Holy Cross with a double major in Accounting and Economics.
He is an MBA graduate of Case Western Reserve University’s Weatherhead School of Management with concentrations in Finance and Management Policy.
He is a CFA charterholder and a Certified Public Accountant (inactive).
Cargos activos de Brian Kenneth Hrabak
| Empresas | Cargo | Inicio |
|---|---|---|
Clearstead Advisors, LLC
 Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | Director de Inversiones | 01/01/2004 |
Formación de Brian Kenneth Hrabak.
| Case Western Reserve University | Masters Business Admin |
| College of the Holy Cross (Massachusetts) | Undergraduate Degree |
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Empresas relacionadas
| Empresas privadas | 1 |
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Clearstead Advisors, LLC
Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | Finance |
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