Clearstead Avalon Trust Email Formats

Investment Management • Santa Fe, New Mexico, United States • 11-20 Employees

Clearstead Avalon Trust Email Formats

Clearstead Avalon Trust uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@avalontrust.com), used 70% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@avalontrust.com	70%
{last name}{last name}	doedoe@avalontrust.com	20%
{first initial}	j@avalontrust.com	10%

Key Contacts at Clearstead Avalon Trust

Patrick Barry

Senior Managing Director

J. T. Closi

Managing Director

Undefined Undefined

Chief Executive Officer

Company overview

Headquarters	125 Lincoln Ave, Suite 301, Santa Fe, NM 87501, US
Phone number	+15615370402
Website	avalontrust.com
NAICS	5231
SIC	673
Keywords	Family Office, Wealth Management, Impact Investing, Financial Planning, Investment Management, Philanthropy, Fundamental Analysis, Employee Owned, Trustee, Esg Integration, Sustainability Investing
Founded	1998
Employees	11-20
Socials

About Clearstead Avalon Trust

Founded in 1998, Clearstead Avalon Trust is a state of New Mexico-chartered trust company, which is wholly owned by Clearstead Advisors, a financial advisory firm headquartered in Cleveland, OH. For families and individuals with trust assets, Clearstead Avalon Trust offers the expertise of an investment firm and wealth planning practice, with the resources of a trust company, serving individuals, families, trusts, and foundations. Our approach enables us to craft carefully considered solutions for each client — a product of our best thinking.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Manager

C-Suite

Entry

Employees by Department

Clearstead Avalon Trust has 6 employees across 3 departments.

Departments

Number of employees

Funding Data

Clearstead Avalon Trust has never raised funding before.

Clearstead Avalon Trust Tech Stack

Discover the technologies and tools that power Clearstead Avalon Trust's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

RSS

Miscellaneous

Priority Hints

Performance

Frequently asked questions

Clearstead Avalon Trust is located in Santa Fe, New Mexico, US.

You can reach Clearstead Avalon Trust at +15615370402.

Clearstead Avalon Trust was founded in 1998, making it 28 years old. The company has established itself as a significant player in its industry over this time.

Clearstead Avalon Trust has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Clearstead Avalon Trust

Patrick Barry

Senior Managing Director

J. T. Closi

Managing Director

Undefined Undefined

Chief Executive Officer

4.8

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