Stephen Drum

Stephen Drum is an Associate Portfolio Manager at Clearstead, based in Cleveland, OH, where he has held the role since April 2023. In this capacity, he assists in developing and maintaining investment portfolios for institutional and private clients, focusing on strategy implementation and portfolio oversight within the firm’s multi-asset investment approach. His responsibilities include research, asset allocation, and performance analysis, supporting clients across equities, fixed income, and alternative assets.

Stephen has a strong background in investment operations and client service, previously working as an Operations Team Associate at Prosperity Advisors and as a Client Service Associate at UBS. Through these roles, he gained experience in trade execution, account management, and day-to-day portfolio administration, contributing to operational improvements and enhanced client engagement in the financial advisory sector.

He holds a B.A. in Finance from Cleveland State University, underpinning his expertise in portfolio construction and investment analysis. Stephen’s professional focus spans public and private market investments, with particular attention to diversified, customized asset allocation for wealth management and institutional consulting. He is recognized for his analytical skills and responsiveness, helping the firm deliver tailored solutions and consistent results for clients.