Joe Nitting, CFA

Analyst, Research

As an analyst within the Research Department, Joe is responsible for evaluating and monitoring domestic equity funds, as well as supporting consultants with related inquiries. He conducts manager reviews, analyzes fund statistics, and forms investment recommendations that are integral parts of the due diligence process.

Prior to joining Clearstead in 2018, Joe was a member of the Research Team at Capital Strategies Investment Group in Oakbrook Terrace, Illinois, as a Research Analyst from 2014 – 2018. He holds a B.S. in Finance and Accounting from the University of Dayton and is a CFA charter holder.

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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.

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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.

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