AeroLeads people directory · profile
Don Hess Email & Phone Number
Managing Director, Daily Investment Operations
at
Clearstead
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Managing Director, Daily Investment Operations
Location
Cleveland, Ohio, United States
Who is Don Hess? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Don Hess is listed as Managing Director, Daily Investment Operations at Clearstead, based in Cleveland, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Don Hess.
Don Hess previously worked as Senior Vice President, Director of Operations at Boyd Watterson Asset Management and Director, Investment Client Reporting at Pnc. Don Hess holds Executive Mba from Baldwin Wallace University.
Company email context
Email format at Clearstead
This section adds company-level context without repeating Don Hess's masked contact details.
Clearstead
Review company-level records connected to Don Hess before choosing the right outreach path.
Profile bio
About Don Hess
A dynamic and performance-driven executive with comprehensive expertise in investment client reporting, Global Investment Performance Standards (GIPS), securities trading and processing, risk management, forecasting, vendor contract negotiation, RFI/RFP oversight, and new technology implementation. Demonstrated success leading projects and utilizing project management tools and processes from project initiation through system implementation. A leader with proven solutions-oriented experience leading teams and delivering new products and services. Spearheads continuous improvement through reengineering and process improvement to drive quality, efficiency, and risk management.
Current workplace
Don Hess's current company
Company context helps verify the profile and gives searchers a useful next step.
10 roles · 31 years
Don Hess work experience
A career timeline built from the work history available for this profile.
Managing Director, Daily Investment Operations
CurrentOversee the day-to-day Operations activities including portfolio administration, account setup, performance and account reconciliation, standardized reporting, and optimizing procedures driving operational excellence.
Sep 2024 - Present
Senior Vice President, Director Of Operations
Manages shareholder services and real estate fund operations ensuring daily back office operations run efficiently, processes and procedures are followed (both internally and by external partners) while providing exemplary client service.
Mar 2021 - Sep 2024
Director, Investment Client Reporting
Directed investment client reporting and support across Asset Management Group (AMG) personal wealth, family office, and institutional (OCIO) clients. Key areas of responsibility included managing team of investment professionals supporting investment client reporting, setting strategic direction, budgeting and vendor management of investment performance systems, investment performance support and research to investment advisors, delivery of GIPS verified composites and ongoing support model, performance vendor product enhancements, vendor searches, new vendor implementations, and contract negotiations.
2013 - 2020
~7 yrs
Investment Systems Director
Spearheaded initiative to create a more robust and standardized oversight reporting which included: enhancement of existing oversight reports, working closely with Investment Strategy & Services (IS&S) CIO and leadership team, partnering with technology teams to identify data sources, build-out interfaces and the implementation of a reporting tool for month-over-month reporting.
2010 - 2013
~3 yrs
Investment Systems Director
Managed team of investment professionals providing performance measurement services, mid-office user support of portfolio management and performance system, and equity and fixed income trading desks for Private Client Group (PCG). Led implementation of new performance system, portfolio management, and equity and fixed income securities trading system. Worked closely with Equity Derivatives Team to deliver custom structured notes and increase the use of equity options to reduce portfolio risk, income generation, and diversification. Collaborated with CIO and leadership to build out standard diversification models and delivery tools.
2003 - 2010
~7 yrs
Section Manager, Advent Project Coordinator
Served as integral part in selection, design, testing, and implementation of Advent Portfolio Management System providing automated trading, order management, trade compliance, and client reporting for institutional asset management division. Designed, tested, and implemented new system interfaces between accounting and Advent Portfolio Management system. Participated in all project planning sessions, built comprehensive testing plans, system implementation design, system testing, and implementation of Advent Portfolio Management System for institutional asset management division.
2001 - 2003
~2 yrs
Section Manager Trade Processing And Settlement Unit
Managed operational support staff responsible for all functions related to trade processing for PCG clients. Led integration of trades processing and settlement areas for First of America and Fort Wayne National Bank acquisitions. Represented NCB in securities industry move towards straight-through processing and T+1 settlement. Collaborated in creation of third-party securities lending unit and processing system.
1998 - 2001
~3 yrs
Coordinator, Income Processing
Directed team of operational support staff responsible for all income payments in PCG. • First Level of Escalation for Resolving Securities Issues with all Trust Affiliates, Other Bank Departments and, Outside Service Vendors• Work with Internal Control, Audit and, Compliance to ensure conformity to Trust Procedures.• Involved System Upgrade to the Sungard OMNI ES System.• Trained Current and New Staff on new Applications and processing Techniques
1997 - 1998
~1 yr
Coordinator Of Trust Securities
Managed team supporting all accounting transactions. Developed and implemented a number of new processes and tools to improve efficiencies, minimize risk, and reduce the number of staff required to support clients.
1996 - 1997
~1 yr
3 education records
Don Hess education
Executive Mba
Bachelor'S Degree, Industrial Operations Management
Bachelor'S Degree, Labor Economics
FAQ
Frequently asked questions about Don Hess
Quick answers generated from the profile data available on this page.
What company does Don Hess work for?
Don Hess works for Clearstead.
What is Don Hess's role at Clearstead?
Don Hess is listed as Managing Director, Daily Investment Operations at Clearstead.
Where is Don Hess based?
Don Hess is based in Cleveland, Ohio, United States while working with Clearstead.
What companies has Don Hess worked for?
Don Hess has worked for Clearstead, Boyd Watterson Asset Management, Pnc, National City Bank, and Firstmerit Bank.
How can I contact Don Hess?
You can use AeroLeads to view verified contact signals for Don Hess at Clearstead, including work email, phone, and LinkedIn data when available.
What schools did Don Hess attend?
Don Hess holds Executive Mba from Baldwin Wallace University.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Don Hess you were looking for.
View similar profiles
