Associate, Institutional Consulting Group
Brian joined the Clearstead Institutional Consulting Group in 2017. As an Associate, Brian serves institutional clients, reviewing monthly and quarterly performance results, investment goals and objectives, asset allocation, investment policy statements, and manager searches and due diligence.
Prior to joining Clearstead, Brian worked at JP Morgan Asset Management as a financial advisor services associate supporting the Independent Broker Dealer channel of financial advisors. He holds a B.S.B.A from The Ohio State University with a finance and real estate focus. He is currently a CFA level III candidate and is active as a finance committee member for the Adoption Network of Cleveland.
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.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114