From Success to Significance: Legacy, Wealth & the Next Chapter in Family Business

Mario joined Clearstead in 2024 as Managing Director, Enterprise Business Development. In this role, he is a member of the firm’s Sales and Marketing team and develops opportunities and supports the firm’s organic growth. He brings over 20 years of experience in business development and sales in Financial Services.

Prior to joining Clearstead, Mario was a Sales Executive of Life Insurance for Oswald Companies and held various other sales positions throughout his career. He earned a B.A. in Business Administration from Juniata College and holds the Certified Exit Planning Advisor designation.

Elias brings years of experience in banking, private equity, lending, and wealth management to the role of relationship manager for the National Christian Foundation, in Northeastern Ohio.  He most recently served as the senior vice president and relationship manager overseeing wealth, trust, mergers and acquisitions, investments, banking, lending, insurance, and mortgage activities for a large legacy book of family office, institutional, and high net worth individual clients. He has also served high net worth clients with Merrill Lynch, Wells Fargo, US Bank, and Commercial Lending Group.

Elias holds a bachelor’s degree in finance and marketing from Cleveland State University. 

I lead Klingelhofer Management Group as CEO, with a focus on growth, execution, and building a strong team. I’m involved in the day to day, making sure our people have what they need and our clients get results. I care about doing things right, staying accountable, and continuing to build something that lasts.

Malley re-joined the family business in 2012 after a progressive 23-year career in the publishing industry. He was Advertising Director and Sales Manager at Crain’s Cleveland Business before returning to chocolate, and previously held multiple executive editorial, publisher-level and sales management positions with Questex Media and Advanstar Communications, Inc. Throughout his career, Malley was recognized for leading innovations in traditional print and electronic media, and for helping business-to-business publications expand their audiences and advertising sales revenue.

At 58, he is also active in several local and civic organizations, including as Director, Board Member for Cleveland Roots, an organization dedicated to urban agriculture while providing affordable access to fresh produce; Board member Cleveland-Cuyahoga County Food Policy Coalition which strives to bring about public and private policy-based solutions that bring about a healthier food system; and was past Director, Board Member of LifeBanc, a local organ procurement agency and past Director, Board Member for the Cleveland Boys and Girls Club of Cleveland.

Mr. Weinberg is the current Managing Partner of Weinberg Capital Group. Prior to joining Weinberg Capital, Mr. Weinberg served as Managing Director of Global Acquisitions and Business Development for Hawk Corporation (AMEX: HWK), a manufacturer of specialized components used in the aerospace, industrial and specialty consumer markets. Additionally, Mr. Weinberg was an Assistant Attorney General for the state of Ohio under the term of Attorney General Lee Fisher.