Directory
>
Ted Robbins Cpa Cfp
Ted Robbins Cpa Cfp
Senior Managing Director and Shareholder | Clearstead Advisors, LLC
Cleveland, Ohio, United States
Ted Robbins Cpa Cfp
Summary
Ted Robbins is a seasoned finance professional with extensive experience in the financial services sector. Currently serving as the Managing Director and Shareholder of the Private Client Group at Clearstead, he brings a wealth of knowledge in management consulting services. Ted's expertise lies in providing tailored financial strategies that cater to individual client needs, showcasing his commitment to personalized service. His leadership role indicates a strong capability in managing teams and driving organizational success. Although specific educational details are not provided, his CPA and CFP® designations suggest a solid foundation in accounting and financial planning. Ted is passionate about helping clients navigate complex financial landscapes and is likely to be involved in continuous professional development. His experience in a management consulting environment positions him well for adapting to various client demands and market changes.
Ted Robbins Cpa Cfp
Work Experience
Senior Managing Director and Shareholder at
Clearstead Advisors, LLC
June 2022 - Present
Managing Director and Shareholder, Private Client Group at
Clearstead Advisors, LLC
February 2014 - June 2022
Senior Tax Associate at
Grant Thornton (US)
January 2012 - January 2014
Tax Associate at
RSM US LLP
January 2010 - January 2012
Managing Director And Shareholder, Private Client Group at
Clearstead Advisors, LLC
Present
Ted Robbins Cpa Cfp
Education
January 2008 - January 2009
John Carroll University, Bsba
January 2004 - January 2008
Frequently Asked Questions about Ted Robbins Cpa Cfp
What is Ted Robbins Cpa Cfp email address?
Ted Robbins Cpa Cfp's primary email address is ********@clearstead.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Ted Robbins Cpa Cfp work for?
Ted Robbins Cpa Cfp is a Senior Managing Director and Shareholder at Clearstead Advisors, LLC, a company specializing in Functions related to depository banking.
Where Ted Robbins Cpa Cfp graduated from?
Ted Robbins Cpa Cfp holds a degree in from John Carroll University.
How can I directly contact Ted Robbins Cpa Cfp?
To contact Ted Robbins Cpa Cfp directly, you can use the email address ********@clearstead.com. Complete contact information is available upon registration with Muraena.
Who is Ted Robbins Cpa Cfp?
Ted Robbins is a seasoned finance professional with extensive experience in the financial services sector. Currently serving as the Managing Director and Shareholder of the Private Client Group at Clearstead, he brings a wealth of knowledge in management consulting services. Ted's expertise lies in providing tailored financial strategies that cater to individual client needs, showcasing his commitment to personalized service. His leadership role indicates a strong capability in managing teams and driving organizational success. Although specific educational details are not provided, his CPA and CFP® designations suggest a solid foundation in accounting and financial planning. Ted is passionate about helping clients navigate complex financial landscapes and is likely to be involved in continuous professional development. His experience in a management consulting environment positions him well for adapting to various client demands and market changes.
Ted`s contact details
********@clearstead.com
**********@jcu.edu
Colleagues
Senior Managing Director, Research
RIA Advisory Board Member
Strategic Advisor
Senior Managing Director, Institutional Consulting
Managing Director
Chief Compliance Officer - Clearstead Advisors, LLC (formerly Hartland & Co., LLC)
Senior Managing Director / Partner
Senior Managing Director, Corporate Development
Sr. Managing Director and Shareholder
Senior Managing Director and Shareholder