Tracy A. Jemison

Portfolio Manager-Equities at

Clearstead Advisors, LLC

Finance

Consumer Services

Profile

Mr. Tracy A. Jemison is a Senior Managing Director at Clearstead Advisors, LLC.
He joined Clearstead in 2018 and has 21 years of ? wealth advisory and investment management experience.
Mr. Jemison is responsible for the communication and coordination of all aspects of wealth management services including tax and financial planning, investment advisory, and family office services to his clients.
Prior to joining Clearstead, he served as Managing Director and Portfolio Manager at Glenmede as well as Huntington, where he specialized in working with complex, multi-generational families.
Mr. Jemison graduated Summa Cum Laude from Ohio University with an Accounting degree.
He is also a Certified Public Accountant.

Tracy A. Jemison active positions

Companies	Position	Start
Clearstead Advisors, LLC Clearstead Advisors, LLC Investment ManagersFinance Clearstead believes in diversification across a variety of asset classes using both passive and active strategies. The firm’s in-house research team performs fundamental, qualitative, and quantitative research on economic trends, asset allocation, and manager selection.	Portfolio Manager-Equities	2018-06-30

All active positions of Tracy A. Jemison

Former positions of Tracy A. Jemison

Companies	Position	End
Sky Financial Group, Inc. Sky Financial Group, Inc. Major BanksFinance Operates as a bank holding company which provides banking and financial services	Corporate Officer/Principal	-
Glenmede Investment Management LP Glenmede Investment Management LP Investment ManagersFinance GIM offers an array of equity, fixed income and some liquid alternatives portfolios that invest primarily in US markets. Their selection of investments is based upon an investment process that utilizes technical, fundamental and charting techniques. The firm seeks to integrate ESG factors into their fundamental equity and fixed income strategies through both an assessment of data provided by third parties and through the development of its own proprietary materiality framework.	Portfolio Manager-Equities	-

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Private companies	4
Glenmede Investment Management LP Glenmede Investment Management LP Investment ManagersFinance GIM offers an array of equity, fixed income and some liquid alternatives portfolios that invest primarily in US markets. Their selection of investments is based upon an investment process that utilizes technical, fundamental and charting techniques. The firm seeks to integrate ESG factors into their fundamental equity and fixed income strategies through both an assessment of data provided by third parties and through the development of its own proprietary materiality framework.	Finance
Sky Financial Group, Inc. Sky Financial Group, Inc. Major BanksFinance Operates as a bank holding company which provides banking and financial services	Finance
The Ohio University The Ohio University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Clearstead Advisors, LLC Clearstead Advisors, LLC Investment ManagersFinance Clearstead believes in diversification across a variety of asset classes using both passive and active strategies. The firm’s in-house research team performs fundamental, qualitative, and quantitative research on economic trends, asset allocation, and manager selection.	Finance