Company Email Format Management

Clearstead Avalon Trust

Investment Management 125 Lincoln Ave 19 employees

Employees: 19
Contacts: 2
Emails: 2
Phones: 2

avalontrust.com LinkedIn

Clearstead Avalon Trust Overview

Headquarters: 125 Lincoln Ave
Phone Number: Available in AeroLeads
Website: avalontrust.com
Industry: Investment Management
Employees: 19
Founded: 1998
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Investment Management Financial Planning Wealth Management Fundamental Analysis ESG Integration Impact Investing Philanthropy Trustee Family Office Employee Owned Sustainability Investing

About Clearstead Avalon Trust

Founded in 1998, Clearstead Avalon Trust is a state of New Mexico-chartered trust company, which is wholly owned by Clearstead Advisors, a financial advisory firm headquartered in Cleveland, OH. For families and individuals with trust assets, Clearstead Avalon Trust offers the expertise of an investment firm and wealth planning practice, with the resources of a trust company, serving individuals, families, trusts, and foundations. Our approach enables us to craft carefully considered solutions for each client — a product of our best thinking.

Clearstead Avalon Trust Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage
Phone contacts: 2; 50.0% coverage

Clearstead Avalon Trust Org Chart

Sample employees and titles

Name	Title	Location	Contact
Rhonda Willett-Petty	Client Service Manager at Avalon Trust Company	Santa Fe, New Mexico, United States	View
Ariel Brunn, Cfa	Portfolio Manager & Investment Analyst at Avalon Trust		View
Julia Peters	Chief Counsel & Partner at Avalon Trust Company	Santa Fe, New Mexico, United States	Email Phone
Jake Matthews	Avalon Trust	Santa Fe, New Mexico, United States	Email Phone