Adam J. Blake, AIF®

Senior Managing Director, Institutional Consulting Group

Adam joined Clearstead in 2008, and has been a shareholder of the firm since 2014. Adam leads the Endowment and Foundation group within Clearstead, where he focuses on delivering consistent oversight, portfolio solutions, and impactful analysis for these types of organizations.  In addition, Adam works directly with more than a dozen institutions. These institutions include foundations, endowments, universities, and health care systems. Furthermore, Adam’s responsibilities include investment policy analysis, strategic asset allocation and spending policy analysis, risk modeling, and incorporating organizations’ circumstances and priorities into their investment approaches. Adam is involved with many internal initiatives and an active participant on the Investment Research Committee. 

Adam earned his Master of Finance from the University of Cincinnati and BS, with Honors, from the University of Toledo. Additionally, Adam holds the Accredited Investment Fiduciary designation (AIF®). Prior to joining Clearstead, Adam was a Research Analyst for C.H. Dean & Associates where he focused on asset allocation modeling and investment manager due diligence.

Find Your Clarity

We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.

.

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

LEGAL STATEMENT

PRIVACY POLICY

CONTACT US

1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090

FOLLOW US