About Clearstead
What year was the firm founded?
a. 2000
b. 1989
c. 1776
d. 2020
b. 1989
When did Clearstead reach 100 employees?
a. January 2020
b. November 2002
c. August 2021
d. April 1990
c. August 2021
What month did Hartland rebrand to Clearstead in 2018?
a. October
b. January
c. July
d. December
a. October
Who is head of PCG?
a. Dave Fulton
b. Brad Knapp
c. John Marino
d. Satricia Rice
b. Brad Knapp
Who is head of ICG?
a. Dave Fulton
b. Adam Blake
c. Larry Carone
d. Mike Shebak
d. Mike Shebak
What firm merged with Clearstead in 2011?
a. Chess Financial
b. Clarify Financial
c. Steady One
d. Hartland
a. Chess Financial
What were the two primary colors for Hartland?
a. Scarlet and gray
b. Blue and green
c. Pink and black
d. Purple and orange
d. Purple and orange
How many managing directors are there?
a. 13
b. 10
c. 23
d. 9
a. 13
How many institutional consultants are there?
a. 12
b.5
c. 19
d. 8
a. 12
When was Clearstead's women's initiative, EmpowHer, launched?
a. 2000
b. 2011
c. 2015
d. 2008
c. 2015
How many firm shareholders are there?
a.38
b. 5
c. 17
d. 32
a.38
What are Clearstead's brand fonts?
a. Comic Sans and Arial
b. Wingdings and Times New Roman
c. Montserrat and Open Sans
d. Calibri and Verdana
c. Montserrat and Open Sans
Who is the longest tenured CSA in the private client group?
a. Sue Svenson
b. Peggy Shalala
c. Kim Herbst
d. Allison Schaefer
How many institutional CSAs are there?
a. 5
b. 10
c. 2
d. 4
c. 2
What are Clearstead's four core values?
a. Steadfast, Clarity, Integrity, Collaboration
b. Community, Legacy, Inclusive, Innovation
c. Objective, Steadfast, Inclusive, Innovative
d. Clarity, Steadfastness, Discipline, Objectiveness
c. Objective, Steadfast, Inclusive, Innovative
Who is the President of Clearstead?
a. Dave Fulton
b. Tom Hartland
c. Carl Tippit
d. Greg Althans
c. Carl Tippit
How many private clients?
How many institutional clients?
What are the 6P's of Clearstead's research principles?
a. Parent, People, Process, Portfolio, Principles, Performance
b. Parent, Patent, Prudency, Performance, Process, Principles
c. Portfolio, PRISM, People, Pride, Policy, Proprietary
d. Parent, People, Process, PRISM, Principles, Performance
a. Parent, People, Process, Portfolio, Principles, Performance
In what state does the Clearstead Trust have an office in?
a. California
b. Wisconsin
c. Vermont
d. Maine
d. Maine
Which of the following groups does not have it's own official logo?
a. Diversity & Inclusion Counsel
b. EmpowHer
c. Clearstead Foundation
d. Clearpoint
d. Clearpoint
How many assets in private client?
How many assets in institutional client?