Our Team

Ted is a Founder and Managing Partner of ClearPoint Strategy and leads the sales and customer success office. He earned his B.A. in Public Policy from Duke University and his MBA from Harvard Business School. When Ted is not in the office or responding to emails, you’ll probably find him with his family on a wharf in Point Clear or out back grilling by the pool with his wife, three children, and dog named Riley.

Joseph is the Director of Customer Success at ClearPoint. He manages the Customer team and ensures that our support and implementation processes enable the success of our clients. He earned his B.A. in Public Policy Studies and Economics from Duke University. When Joseph isn’t assisting clients, you’ll probably find him and his wife getting their favorite Friday night treat, District Taco.

Megan works on the marketing team, increasing brand awareness, creating content, and coordinating events. She attended Virginia Tech and received a B.S. in Marketing with a concentration in Digital Strategy. When Megan is not marketing ClearPoint, she can be found keeping a finger on the pulse of pop culture and traveling to explore new places.

As a BDR, it's Ezra's job to generate new business opportunities by reaching out to potential clients, qualifying leads, and setting meetings for the sales team. He earned his BA in Philosophy from the University of Wisconsin - Milwaukee. When he's not at work, you may find Ezra in nature or drawing art.

Sean is the Vice President of Sales at ClearPoint. He leads the Sales department and focuses on developing impactful, consultative sales teams that help grow the ClearPoint community. He earned his B.A. in Advertising and Sustainability from George Mason University. When Sean isn’t coaching his Sales team, you’ll find him chasing after his toddler or smoking some BBQ in his backyard.

Omar is responsible for clients' successful adoption and utilization of ClearPoint's strategy management and reporting tool. He is finishing up a B.S. in Health Science at The University of the People, while working full time. In his free time, Omar can be found on the soccer field, be it as a player, referee, or coach.

RJ drives new business for ClearPoint, guiding prospective clients through the sales process. He earned his B.S. in Business Administration from the University of Richmond. When RJ’s not working with clients, you may find him playing his favorite sports – hockey and golf – or listening to his favorite podcast, Crime Junkie.

Matt generates new business and facilitates the sales process from lead generation all the way to the completion of a sale. When he’s not closing sales, you can find Matt following lots of sports and Steelers or Penguins games cheering on the great Steel City.

As part of the sales team, Sophie generates opportunities to create new partnerships. She earned her B.S. in Exercise Science from the University of South Carolina. Outside the office, you may find Sophie wakeboarding or listening to live music.

Dan works for the customer success team, supporting all activities related to helping ClearPoint customers achieve their goals through the effective use of our software. He studied Computer Information Systems at James Madison University. When he is not working, Dan enjoys trying new foods and watching movies.

Angel works alongside the product team to help build new features and improve customer experience. She earned her B.S. in Business at Babson College with concentrations in Legal Studies and IT Management. Outside of the office, you can find Angel at the pool coaching novice synchronized swimmers or spending time with family!

Dylan is a Co-Founder and Managing Partner of ClearPoint Strategy and spends his time either in the clouds or in the weeds. He earned his B.A in Government from Bowdoin College and his MBA from the Sloan School at MIT. When he’s not busy strategizing or coding, you’ll likely find Dylan cooking with his sons or exploring Atlanta with his family.

Tricia manages our implementation and onboarding team to ensure the success of ClearPoint customers. She’s also the expert behind our Community Dashboards that allow for transparency across organizations! Tricia hails from Washington and Lee University, where she earned her B.S. in Business Administration. When Tricia’s not working with customers or building dashboards, you may find her out on the town, trying new restaurants with friends or at home playing with her adorable cat, Cashew.

Ryan serves as a "player-coach" on ClearPoint's sales team. He manages the sales process with major accounts while also overseeing his fellow AEs' efforts, with a focus on developing a consultative sales approach amongst the team. He earned his B.S. in Business Administration from the University of Richmond. When he's not selling, you can find Ryan rock hopping on the James River, hiking central VA's trails with his wife and son, or playing fetch with his German Shepherd, Myles and Golden Retriever, Mabel.

Chelsea manages most of the accounting aspects of the company and helps our customers stay up to date on their accounts. Chelsea received a B.S. in Wildlife Biology from Missouri State University. When she's not at work, Chelsea spends most of her time outdoors with her 3 girls and going to concerts.

Heaven works on the customer success team, building relationships and ensuring our customers get the most out of their partnership with ClearPoint. She earned her Bachelor's degree in Hospitality and Tourism Management from Purdue University. When Heaven isn't working, she may be found traveling, reading, or trying out local breweries.

Shannon works with the Sales Team to generate high quality leads and provide insights on market trends. She has earned a B.S. in Media Arts and Design from James Madison University. When she's not generating leads, you can find Shannon working out and listening to country music for fun.

Andrew is part of the customer success team, helping partners to extract the deep value ClearPoint has to offer. He has a B.S. in Business Administration with an emphasis in Marketing and Communications. In his free time, Andrew may be found golfing, cooking, creating art, or exploring the landscapes of Utah - rain or shine.

Seth works on the developer team focusing on our React front-end and maintaining our back-end systems, be it implementing new features or debugging old ones. He earned a B.S. in Software Development from Western Governor's University. When he's not creating new site features, you can find Seth doing character concept illustration, playing Studio Ghibli songs on the piano, and playing games with friends.

Jenna is part of the marketing team, where she connects with potential clients, builds ClearPoint's brand, and raises awareness about our products and services. She received a B.S. in Management & Minor in Economics from George Mason University. When Jenna isn't raising brand awareness, she enjoys watching movies and TV shows and exploring different culinary experiences.

Laurel is our organization's HR business partner, fostering a positive work environment and contributing to the professional growth and well-being of employees.  She earned a BS in Psychology at UMass Amherst and an MSW at NYU. Outside of work, Laurel, along with her husband and sons, enjoy travelling, entertaining, exploring the Atlanta foodie scene, and supporting their communities.

Matt is part of the Sales Team, working to engage and develop new business partnerships. He earned his B.S. in Sport Management & Minor in General Business from James Madison University. When Matt is not engaging with prospects, he can be found playing soccer, hitting the gym, or hiking with his dog.

Marisa helps clients achieve their strategic and performance management goals through successful implementation of ClearPoint. Marisa is originally from Michigan and earned her B.A. in Public Health and Psychology from Johns Hopkins University. Outside the office, you can find her in the yoga studio, trying to keep her plants alive, or listening to her favorite new playlist!