ST CLAIR ADVISORS - Key Persons
Job Titles:
- Member of the Leadership Team
- Board Member and Investment Committee Chair of Bluecoats, Inc
- CIMA® Partner and Senior Investment Advisor
As a Senior Investment Advisor, Craig's responsibilities include the development, execution and communication of investment strategies for clients. He is also responsible for the external manager search and selection process, as well as private investment due diligence.
Prior to joining St. Clair Advisors, Craig was Senior Vice President of Investments for Key Private Bank. In this role, he advised high net worth individuals and their families on financial matters including asset allocation, risk mitigation and manager selection. He co-founded Key's Investment Management Advisory Committee and was responsible for establishing investment mandates and the selection criteria of third-party investment strategies for Key's clients.
Craig is a board member and investment committee chair of Bluecoats, Inc., an organization devoted to the well-being of families of Cuyahoga County safety forces who have lost their lives in the line of duty. Craig is also a member of the Investment Management Consultants Association.
Craig earned his undergraduate degree in finance from Kent State University and his MBA from John Carroll University. He is a Certified Investment Management Analyst (CIMA).
Craig has over 20 years of experience in the investment industry. Craig's role as a Senior Investment Advisor includes the development, execution and communication of appropriate investment strategies for clients. He is also responsible for the external manager search and selection process, as well as private investment due diligence. Craig is investment committee chair and a board member of Bluecoats, Inc.
Job Titles:
- Member of the Leadership Team
- Chief Investment Officer of St. Clair Advisors
- President and Chief Investment Officer at St
Dave Sommer is President and Chief Investment Officer at St. Clair Advisors. In his current role, Dave's duties include developing and executing customized asset allocation as well as the development, execution and communication of appropriate investment strategies for clients.
Previously, Dave was a Senior Vice President at Hawthorn, the high net worth division of PNC Bank. Dave's roles included serving on the Hawthorn Investment and Strategy Committees and the PNC Investment Policy Committee. He also served as the Chief Investment Officer of Sterling, National City Bank's multi-family office. He served on National City Bank's Asset Allocation Committee where he helped set investment policy for over $40 billion in client assets.
Dave served on the investment committee for Our Lady of the Wayside, which supports children and adults with developmental disabilities. He was also the chairman of the board of Neighborhood Counseling Services prior to its merger with Recovery Resources. Dave is a member of the Investment Management Consultants Association.
Dave earned his undergraduate degree from Kent State University and his MBA from the Weatherhead School of Management at Case Western Reserve University. He is a Certified Investment Management Analyst (CIMA).
With over 20 years of experience in the wealth management industry, Donna is responsible for supporting the administrative functions associated with serving our clients.
Evan joined St. Clair Advisors in 2023. He has more than 10 years experience in the wealth management industry and is responsible for supporting the investment and family office teams with client onboarding, portfolio accounting, and all aspects of wealth planning.
Job Titles:
- Partner and Director of Family Office Services
Fred has 30 years of experience in the wealth management industry. He focuses on tax and wealth planning matters for our client families, while also playing a key role in managing the structure and development of the Family Office team. Previously, Fred held a senior management role serving wealthy families and foundations with a Registered Investment Advisor, and maintained a private family office practice providing tax and estate planning services to a select group of families. In addition to serving on several non-profit boards, Fred serves as Chairman of Gilmour Academy's Board of Trustees.
Job Titles:
- Director of Investment Operations
Jill has over 25 years of experience working with ultra-high net worth families. She works directly with clients in guiding the account on-boarding and funds transfer process as well as portfolio accounting, trading and custodial reconcilement functions.
Job Titles:
- Senior Client Service Director
Judy has over 15 years of experience working in the wealth management industry. She is responsible for financial planning, comprehensive tax compliance for individuals, trusts, partnerships, corporations and tax exempt organizations, as well as preparation of financial and cash flow statements.
Job Titles:
- Director of Process Improvement
Kelly joined St. Clair Advisors in 2016 supporting the financial planning and tax functions. Kelly's previous experience includes the education and mortgage servicing industries.
Job Titles:
- Senior Client Service Director
With over 30 years of experience in the tax and financial planning industry, MJ's role includes financial planning, comprehensive tax compliance for individuals, trusts, partnerships, corporations and tax exempt organizations, as well as preparation of financial and cash flow statements.
Job Titles:
- Certified Public Accountant
- Member of the Leadership Team
- CFP® Chairman
- CFP® Founder, Chairman
- Chairman of St. Clair Advisors
- Member of the American Institute of CPA's
Ron serves as Chairman of St. Clair Advisors. He is also responsible for the overall coordination, quality and delivery of the firm's Family Office services. Ron has extensive experience in the areas of tax and estate planning, as well as the management of trusts and estates.
Ron is a Certified Public Accountant, a Certified Financial Planner and has earned the Personal Financial Specialist designation from the American Institute of CPA's. He has also held positions as Director of Corporate Tax for a multinational Fortune 500 corporation and as a Tax Manager for Price Waterhouse & Co. Ron also served in the U.S. Navy for two years.
Ron is a member of the American Institute of CPA's, the Personal Financial Planning Section of the AICPA, The Ohio Society of CPA's and the Organization of Certified Financial Planners. He is a graduate of the State University of New York at Buffalo.
Ron is responsible for the overall coordination, quality and delivery of the firm's Family Office services. He also serves on the Investment Committee, which is responsible for setting the firm's investment strategy, asset allocation and selection of investment managers. He has been in the wealth management business for over 30 years.
Job Titles:
- AWMA / Client Service Director
Sean has 10 years of experience working in the tax industry. He is responsible for assisting with financial planning, comprehensive tax compliance for individuals, trusts, partnerships, corporations and tax-exempt organizations, as well as preparation of financial and cash flow statements.
Job Titles:
- Financial Planning Associate
Theresa joined St. Clair Advisors in 2021. She is responsible for assisting with comprehensive tax compliance for individuals, trusts, partnerships, corporations and tax-exempt organizations, as well as preparation of financial and cash flow statements.