Sign in
Linda Bubar

Linda Bubar

Senior Associate at Clearstead Advisors, LLC

Medina, OH , United States

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

OrganizationRoleDate RangeDetails
ClearsteadSenior AssociateUnknown to Present
ClearsteadSenior Planning AssociateJan 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)

NameRoleLocation
K
Khristian Ortiz-Ortega
TraderNorfolk, VA , United States
Kimberly Trnavsky
Kimberly Trnavsky
AnalystLakewood, OH , 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
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