Deerfield, IL Office

Allen Berg is a CFP® professional with 11 years of industry experience. He currently works at Clearstead Advisory Solutions and has held prior roles at Waveland Family Office, Kovitz Investment Group Partners, Weiss & Company LLP, and North Star Investment Management Corp. He serves as Treasurer and Adviser to the Juliana Greenfield Family Foundation, a nonprofit focused on charitable medical research. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and applies institutional disciplines through a combination of mutual funds, ETFs, separately managed accounts, alternative investments, and a proprietary Direct Indexing strategy.

Dennis Zaslavsky is a financial advisor at Clearstead Advisory Solutions with one year of industry experience. He holds a Series 65 credential and has prior experience with Waveland Family Office, LLC, a private family office, and Waveland Investments, LLC. Since September 2024, he has served as a Director of the Cion Grosvenor Infrastructure Fund, participating on the Audit Committee. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, and family office services. The firm manages approximately $33.9 billion in assets and applies institutional disciplines across discretionary and non-discretionary accounts using a diversified investment approach.