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.
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Avalon Trust Questions
The Avalon Trust annual revenue was $6 million in 2026.
Undefined Undefined is the CEO of Avalon Trust.
13 people are employed at Avalon Trust.
Avalon Trust is based in Santa Fe, New Mexico.
The NAICS codes for Avalon Trust are [5239, 52399, 52, 523991, 523].
The SIC codes for Avalon Trust are [67, 673].
Top Avalon Trust Employees
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Undefined Undefined
Chief Executive Officer at Avalon Trust
Santa Fe, NM, US1 -
J.t. Closi
Managing Director at Avalon Trust
Portland, OR, US11 -
Nora Miller
Vice President, Senior Trust Officer at Avalon Trust
Santa Fe, NM, US23 -
Bill Dolan
Senior Managing Director at Avalon Trust
Lake Oswego, OR, US14 -
Patrick Barry
Senior Managing Director at Avalon Trust
Santa Fe, NM, US13 -
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Ariel Brunn
Portfolio Manager and Investment Analyst at Avalon Trust
New Mexico, United States12 -
Jake Matthews
Sustainability Analyst at Avalon Trust
Santa Fe, NM, US2 -
Stacey Pinkwater
Senior Client Service Administrator at Avalon Trust
New York, NY, US34
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