Family Office
Clearstead Avalon Trust
Avalon Trust is a wealth management firm founded in 1998 and based in Santa Fe, New Mexico.Clearstead Advisors acquired the firm on March 1, 2023.Christine McDermott serves as Avalon’s CIO and chairs the firm’s investment committee. McDermott’s investment industry experiences span over 25 years, starting at Northern Tr…
Assets Under Management
$1B-$10B
Headquarters
Santa Fe, New Mexico
Decision-makers
Braden Yoder
Manager, Portfolio Operations
David Hyun
Portfolio Manager & Senior Investment Analyst
Dan Burns
Portfolio Manager & Investment Analyst
Jake Matthews
Sustainability Analyst
Andrew Wallerstein
Chief Executive Officer, Partner & Investment Committee Member
Christian Trout
Portfolio Manager & Senior Investment Analyst
Ariel Brunn
Portfolio Manager & Investment Analyst
Christine McDermott
Chief Investment Officer, Partner & Investment Committee Chair
Members only
Unlock contacts, warm paths & full holdings
See who to reach, how you're connected, the check sizes, and the full mandate — across Clearstead Avalon Trust and 500k+ investors and LPs.