Family Business
Presented By: Clearstead Advisors, LLC / National Christian Foundation
Panelists:
Relationship Manager
National Christian Foundation Ohio
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.
Managing Director, Enterprise Business Development
Clearstead
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.