AeroLeads people directory · profile
Dave Fulton, Cfa Email & Phone Number
Chairman Emeritus
at
Clearstead
1 work email found
@hartlandco.com
2 phones found area 216
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Who is Dave Fulton, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Dave Fulton, Cfa is listed as Chairman Emeritus at Clearstead, based in Cleveland, Ohio, United States. AeroLeads shows a work email signal at hartlandco.com, phone signal with area code 216, and a matched LinkedIn profile for Dave Fulton, Cfa.
Dave Fulton, Cfa previously worked as Chairman and Chief Executive Officer at Clearstead Advisors, Llc and President and Chief Executive Officer at Clearstead. Dave Fulton, Cfa holds Mba, General Management from The Tuck School Of Business At Dartmouth.
Company email context
Email format at Clearstead
This section adds company-level context without repeating Dave Fulton, Cfa's masked contact details.
*@hartlandco.com
68% confidence
AeroLeads found 1 current-domain work email signal for Dave Fulton, Cfa. Compare company email patterns before reaching out.
Profile bio
About Dave Fulton, Cfa
Dedicated to building a strong, independent, and successful institutional and private client advisory firm
Listed skills include Investments, Investment Advisory, Alternative Investments, Strategic Planning, and 23 others.
Current workplace
Dave Fulton, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
Dave Fulton, Cfa work experience
A career timeline built from the work history available for this profile.
Chairman And Chief Executive Officer
Current
Clearstead Advisors, Llc
Apr 2021 - Present
President And Chief Executive Officer
As an executive and board member, I set strategic direction, and oversee client service, marketing, and administration of Clearstead.
Jan 2014 - Apr 2022
President And Chief Operating Officer
Clearstead is a premier independent financial advisory firm serving institutional and private clients.Set strategic direction and oversee client service, marketing and administration of Clearstead.
Dec 2009 - Jan 2014
Chief Executive
Sterling, A National City Company
Sterling was the wealth advisory business of National City Corporation
May 2006 - May 2009
President, Ohio Region
Mellon Wealth Management
Mellon Wealth is a division of Mellon Financial
Apr 2003 - Apr 2006
Managing Principal
Weber Fulton & Felman Investment Counsel
Weber Fulton was an investment counsel firm serving families, individuals and institutions. It was sold to Mellon in 2003.
Feb 1995 - Apr 2003
Vice President And Principal
Stein Roe & Farnham
Stein Roe & Farnham was a leading investment counsel firm.
Dec 1984 - Feb 1995
2 education records
Dave Fulton, Cfa education
Mba, General Management
Ba, English
FAQ
Frequently asked questions about Dave Fulton, Cfa
Quick answers generated from the profile data available on this page.
What company does Dave Fulton, Cfa work for?
Dave Fulton, Cfa works for Clearstead.
What is Dave Fulton, Cfa's role at Clearstead?
Dave Fulton, Cfa is listed as Chairman Emeritus at Clearstead.
What is Dave Fulton, Cfa's email address?
AeroLeads has found 1 work email signal at @hartlandco.com for Dave Fulton, Cfa at Clearstead.
What is Dave Fulton, Cfa's phone number?
AeroLeads has found 2 phone signal(s) with area code 216 for Dave Fulton, Cfa at Clearstead.
Where is Dave Fulton, Cfa based?
Dave Fulton, Cfa is based in Cleveland, Ohio, United States while working with Clearstead.
What companies has Dave Fulton, Cfa worked for?
Dave Fulton, Cfa has worked for Clearstead, Clearstead Advisors, Llc, Sterling, A National City Company, Mellon Wealth Management, and Weber Fulton & Felman Investment Counsel.
How can I contact Dave Fulton, Cfa?
You can use AeroLeads to view verified contact signals for Dave Fulton, Cfa at Clearstead, including work email, phone, and LinkedIn data when available.
What schools did Dave Fulton, Cfa attend?
Dave Fulton, Cfa holds Mba, General Management from The Tuck School Of Business At Dartmouth.
What skills is Dave Fulton, Cfa known for?
Dave Fulton, Cfa is listed with skills including Investments, Investment Advisory, Alternative Investments, Strategic Planning, Asset Management, Portfolio Management, Private Equity, and Asset Allocation.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial