Brian T. Wunderle, CFA
Managing Director, Institutional Consulting Group
Brian joined the Clearstead Institutional Consulting Group in 2017. As a Managing Director, 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 a CFA Charterholder and is active as a finance committee member for the Adoption Network of Cleveland.
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Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.
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