Sydney Van Scoy

Sydney Van Scoy is a Senior Portfolio Manager at Clearstead, based in Cleveland, Ohio. In this capacity, she is responsible for developing and executing tailored investment strategies for a diverse client base, focusing on helping individuals and institutions achieve their financial goals. Her expertise encompasses portfolio construction, asset allocation, and ongoing investment monitoring within the firm’s disciplined, client-centered management framework.

Sydney’s investment focus includes equity and fixed income securities, as well as multi-asset class solutions designed for both private clients and institutional investors. She leverages her analytical background to assess market trends and select investment opportunities across sectors such as U.S. equities, global markets, and alternative investments, aligning client objectives with risk-managed return potential.

Before her current role, Sydney served as Associate Portfolio Manager at Clearstead, where she supported portfolio implementation and client service, and earlier gained operational experience as an Administrative Assistant at Van Scoy Hair Clinic Inc. She holds a Bachelor of Business Administration with concentrations in Finance and Business Analytics from Ohio University, reflecting a strong foundation in both quantitative and markets-focused disciplines. Her progression at Clearstead highlights her commitment to client service and ongoing professional development within the investment advisory industry.