Sign in
Kimberly Trnavsky

Kimberly Trnavsky

Analyst at Clearstead Advisors, LLC

Lakewood, OH , United States

About

Kimberly Trnavsky is an Analyst at Clearstead, based in Lakewood, OH, where she specializes in supporting the firm's research and analysis across alternative investment strategies. Her responsibilities include evaluating and administering investment opportunities within sectors such as private equity, hedge funds, and other alternative assets, contributing to due diligence and portfolio management for institutional and high-net-worth clients.

Prior to her current role, Kimberly served as an Alternative Investment Specialist and previously as an Alternative Investments Administrator at Clearstead, evidencing her deep experience in alternative assets and operational processes within the investment industry. She has developed expertise in investment administration, client reporting, and shareholder services, known for her meticulous support of both advisory teams and external stakeholders.

Kimberly holds a Bachelor of Science degree from Kent State University, and her career highlights include being recognized as a shareholder at Clearstead and acting as a key contact for independent advisors. Her contributions to the firm center on enhancing Clearstead’s offerings and supporting excellence in alternative investment research and administration.

Career History

OrganizationRoleDate RangeDetails
ClearsteadAnalystNov 2024 to Present
ClearsteadAlternative Investment SpecialistFeb 2023 to Nov 2024
ClearsteadAlternative Investments AdministratorMay 2021 to Feb 2023
ClearsteadClient Service RepresentativeJun 2015 to May 2021
ClearsteadClient Service ProfessionalJun 2015 to May 2021
HartlandClient ServicesJun 2015 to Oct 2018
Client Services Associate for one of the firm's Senior Managing Directors on the Private Client side.
SII InvestmentsAdministrative AssistantSep 2007 to Jun 2015
Notary Public Insurance Licenced Assistant to multiple Sales Reps within the office
LPL FinanicalAdministrative AssistantNov 1999 to Aug 2007

Education

Kent State University

BS

1990 2005

Others at Clearstead Advisors, LLC (16)

NameRoleLocation
K
Khristian Ortiz-Ortega
TraderNorfolk, VA , United States
Konstantin Goldberg
Konstantin Goldberg
Associate Portfolio ManagerCleveland, OH , United States
Kyle Elliott
Kyle Elliott
PrincipalRaleigh, NC , United States
Luke Scanlan
Luke Scanlan
Portfolio ManagerNorfolk, VA , United States
Scott McCluney
Scott McCluney
Portfolio ManagerNorfolk, VA , United States
Stephen Drum
Stephen Drum
Associate Portfolio ManagerCleveland, OH , United States
Erin Abate
Erin Abate
Client planning Associate and Research AssociateNorfolk, VA , United States
Gavin Markham
Gavin Markham
Private Markets Research AnalystDayton, OH , United States
Linda Bubar
Linda Bubar
Senior AssociateMedina, OH , United States
M
Mark Warden
PrincipalNorfolk, VA , United States
Showing 1-10 of 16 team members

Similar Fund Managers

NameRoleFundLocation
Blake Stanislaw
Blake Stanislaw
Client Portfolio ManagerFort Washington Investment Advisors Inc. /oh/Cincinnati, OH , United States
Bojan Vidosevic
Bojan Vidosevic
Portfolio ManagerFort Washington Investment Advisors Inc. /oh/Cincinnati, OH , United States
Andy Bruns
Andy Bruns
Sr. Portfolio ManagerMai Capital ManagementCincinnati, OH , United States
Aron Wegner
Aron Wegner
Portfolio Manager, DirectorMai Capital ManagementBoston, MA , United States