About
Linda Bubar is a Senior Associate at Clearstead, based in Medina, OH, where she leverages over a decade of experience in investment and wealth planning. Her responsibilities include supporting client advisory teams and contributing to the formulation and implementation of strategic financial plans, with a focus on high-net-worth clients and family offices.
Previously, Linda held the position of Senior Planning Associate at Clearstead from 2008 to 2019, demonstrating a long-standing commitment to the firm and its multi-generational wealth management platform. While her primary expertise lies in crafting complex investment and tax strategies, there is no evidence from publicly available sources directly indicating a specific asset class or sector focus such as equities, fixed income, alternatives, or private markets.
Linda holds a Master of Taxation from Portland State University - School of Business and a Bachelor of Business Administration in Accounting from the University of Cincinnati College of Business, underlining her technical expertise in tax planning and accounting. Her career is marked by a deep understanding of fiduciary responsibilities and a dedication to client service within the investment advisory industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Clearstead | Senior Associate | Unknown to Present | — |
| Clearstead | Senior Planning Associate | Jan 2008 to Jun 2019 | — |
Education
Portland State University - School of Business
Master of Taxation
University of Cincinnati College of Business
Bachelor of Business Administration (B.B.A.), Accounting
Others at Clearstead Advisors, LLC (16)
| Name | Role | Location |
|---|---|---|
K Khristian Ortiz-Ortega | Trader | Norfolk, VA , United States |
| Analyst | Lakewood, OH , 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 | |
M Mark Warden | Principal | Norfolk, VA , United States |
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