St. Clair Advisors, LLC

Ronald Bates is a CFP® and PFS™ with 14 years of experience in financial advising. He has been with St. Clair Advisors, LLC since 2012. St. Clair Advisors is a practitioner-owned multi-family office serving high-net-worth individuals, families, business owners, and corporate executives. The firm offers integrated wealth management services with a multi-million dollar account minimum, employing an open-architecture investment approach that combines active and passive strategies across a broad range of asset classes.

Fred Botek is a financial advisor at St. Clair Advisors, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with St. Clair Advisors since 2018, following three years at CM Wealth Advisors, Inc. Outside of his advisory role, he serves as Chairman of the Board of Trustees and Investment Committee Chair at Gilmour Academy and is involved with several nonprofit investment committees, including the Brothers of Holy Cross and Sisters of Notre Dame. St. Clair Advisors is a practitioner-owned multi-family office serving high-net-worth individuals, families, business owners, and corporate executives. The firm offers integrated wealth management services with an open-architecture investment approach that combines active and passive strategies across diverse asset classes, complemented by tax planning and family-office functions.

Craig Steinbrink is a financial advisor at St. Clair Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with St. Clair Advisors since 2013. St. Clair Advisors is a practitioner-owned multi-family office serving high-net-worth individuals, families, business owners, and corporate executives with integrated wealth management services. The firm employs an open-architecture investment approach combining active and passive strategies and integrates tax and family-office capabilities into its advisory offering.

David Sommer is a financial advisor at St. Clair Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with St. Clair Advisors since 2010. St. Clair Advisors is a practitioner-owned multi-family office serving high-net-worth individuals, families, business owners, and corporate executives. The firm offers integrated wealth management services with an open-architecture investment approach that combines active and passive strategies and includes tax and family-office functions.