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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Clearstead | Analyst | Nov 2024 to Present | — |
| Clearstead | Alternative Investment Specialist | Feb 2023 to Nov 2024 | — |
| Clearstead | Alternative Investments Administrator | May 2021 to Feb 2023 | — |
| Clearstead | Client Service Representative | Jun 2015 to May 2021 | — |
| Clearstead | Client Service Professional | Jun 2015 to May 2021 | — |
| Hartland | Client Services | Jun 2015 to Oct 2018 | Client Services Associate for one of the firm's Senior Managing Directors on the Private Client side. |
| SII Investments | Administrative Assistant | Sep 2007 to Jun 2015 | Notary Public Insurance Licenced Assistant to multiple Sales Reps within the office |
| LPL Finanical | Administrative Assistant | Nov 1999 to Aug 2007 | — |
Education
Kent State University
BS
1990 — 2005
Others at Clearstead Advisors, LLC (16)
| Name | Role | Location |
|---|---|---|
K Khristian Ortiz-Ortega | Trader | Norfolk, VA , United States |
| Associate Portfolio Manager | Cleveland, OH , United States | |
| Principal | Raleigh, NC , United States | |
| Portfolio Manager | Norfolk, VA , United States | |
| Portfolio Manager | Norfolk, VA , United States | |
| Associate Portfolio Manager | Cleveland, OH , United States | |
| Client planning Associate and Research Associate | Norfolk, VA , United States | |
| Private Markets Research Analyst | Dayton, OH , United States | |
| Senior Associate | Medina, OH , United States | |
M Mark Warden | Principal | Norfolk, VA , United States |
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