Erin Abate

Erin Abate is a Client Planning Associate and Research Associate at Clearstead Advisory Solutions, based in Norfolk, VA. In this dual role, she supports the firm's advisory team in client planning and conducts investment research to inform portfolio recommendations, collaborating closely with both clients and colleagues to deliver tailored financial strategies.

Erin's expertise spans investment planning and research across core asset classes for high-net-worth and institutional clients. While specific sector or asset class coverage is not publicly detailed, her work at Clearstead encompasses support for multi-asset portfolios, reflecting broad exposure to equities, fixed income, and alternative investments within the firm’s overall advisory and research framework.

Prior to joining Clearstead, Erin gained operations experience at Wilbanks Smith & Thomas Asset Management and analytical skills as a Criminal Research Analyst at Wholesale Screening Solutions. She holds a bachelor’s degree in Criminology from the University of Maryland and an associate’s degree in Criminal Justice from Howard Community College, providing a unique analytical perspective to investment research and client planning engagements.