Stephen Drum is an Associate Portfolio Manager at Clearstead, a position held since April 2023. Prior to this role, Stephen served as an Operations Team Associate at Prosperity Advisors from May 2021 to April 2023 and as a Client Service Associate at UBS from January 2019 to May 2021, where an internship was also completed. Early experiences include caddying at Canterbury Golf Club, Inc. and Lakewood Country Club, along with internships at Armada Risk Partners and Cleveland State University Campus Recreation Center. Stephen holds a B.A. in Finance from Cleveland State University, completed in 2020.
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