Grant B. Guyuron, CFA

Senior Managing Director, Institutional Consulting Group

Grant joined the Clearstead Institutional Consulting Group in 2010 and became a shareholder of the company in 2017.  As a Senior Managing Director, he provides strategic investment advice to institutional accounts, including healthcare, corporate retirement plan, university, and other non-profit organizations. Grant is also a voting member of the Clearstead Investment Committee. 

Prior to joining Clearstead, Grant worked as an analyst at Zenta, a real estate finance consulting firm in New York, NY.  He holds a MBA from The Ohio State University’s Fisher College of Business and a BSM in Finance from Tulane University.  Grant is a CFA Charterholder and serves on the board of the CFA Society of Cleveland.

INSIGHTS

ClearPoint – April 2019

ClearPoint – September 2020

Whitepaper – Integrating Portfolio Management with Financial Objectives and Constraints

YOUR FUTURE IN FOCUS

At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.

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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