Dave Fulton Location
- Cleveland, OH, US
Dave Fulton Work
- 2025 -now Chairman Emeritus @
- 2021 -2024 Chairman and Chief Executive Officer @
- 2014 -2022 President and Chief Executive Officer @
- 2009 -2014 President and Chief Operating Officer @
- 2006 -2009 Chief Executive @ Sterling, A National City Company
- 2003 -2006 President, Ohio Region @ Mellon Wealth Management
- 1995 -2003 Managing Principal @ Weber Fulton & Felman Investment Counsel
- 1984 -1995 Vice President and Principal @ Stein Roe & Farnham
Dave Fulton Education
- The Tuck School of Business at Dartmouth
MBA (General Management)
1981-1983 - Amherst College
BA (English)
1974-1978
Dave Fulton Skills
- Investments
- Wealth Management
- Private Equity
- Asset Managment
- Asset Allocation
- Due Diligence
- Portfolio Management
- Venture Capital
- Capital Markets
- Alternative Investments
- Investment Advisory
- Equities
- Asset Management
- Financial Services
- Hedge Funds
- Corporate Governance
- Mutual Funds
- Valuation
- Investment Management
- Fixed Income
- Financial Modeling
- Strategic Financial Planning
- Strategic Planning
- Securities
- Bloomberg
- Investment Strategies
- Financial Analysis
- Customer Service
- Leadership
- Training
- Project Management
- Strategy
- Program Management
Dave Fulton Summary
- Dave Fulton, based in Cleveland, OH, US, is currently a Chairman Emeritus at Clearstead. Dave Fulton brings experience from previous roles at Clearstead and Sterling, A National City Company. Dave Fulton holds a 1981 - 1983 MBA in General Management @ The Tuck School of Business at Dartmouth. With a robust skill set that includes Investments, Wealth Management, Private Equity, Asset Managment, Asset Allocation and more. Dave Fulton has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Clearstead Employees
Mike Shebak
Head of Institutional Consulting
North Ridgeville, OH, US
Andres Arsuaga
Senior Managing Director
Cleveland, OH, US
Don Hess
Managing Director, Daily Investment Operations
Cleveland, OH, US
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