Dave Fulton

Director/Board Member at

Clearstead Advisors, LLC

Consumer Services

Finance

Profile

Mr. David C.
Fulton is on the Board of Directors at Clearstead Advisors, LLC.
He serves on the Board of Directors for Clearstead.
Prior to this role, he served as Chief Executive Officer and led significant growth in the firm’s revenues and earnings, as well as the number of employees and assets under advisement.
He has been in the financial advisory business for over thirty years and has led several firms to significant growth.
Mr. Fulton was previously employed as a President, Chief Executive Officer & Director by Hartland Management Investors LLC.
He holds the Chartered Financial Analyst designation and is a graduate of Amherst College and The Tuck School of Business at Dartmouth.

Dave Fulton 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.	Director/Board Member	01/01/2025

All active positions of Dave Fulton

Former positions of Dave Fulton

Companies	Position	End
Hartland Management Investors LLC Hartland Management Investors LLC Financial ConglomeratesFinance Provides investment services	Chief Executive Officer	-

See the detail of Dave Fulton's experience

Training of Dave Fulton

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Dave Fulton's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	4
Amherst College Amherst College 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
Tuck School of Business at Dartmouth Tuck School of Business at Dartmouth Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Hartland Management Investors LLC Hartland Management Investors LLC Financial ConglomeratesFinance Provides investment services	Finance