John F. Colla, CFA

Director, Institutional Consulting Group

John joined Clearstead in our Institutional Consulting Group in 2017.  As a Director, John directly manages relationships for a number of operating, not-for-profit, healthcare, university, and retirement plan clients.  He works with our Research team and colleagues in our Institutional Consulting Group to accomplish our client’s objectives.  He serves our institutional clients, reviewing overall strategy, developing investment goals and objectives, analyzing asset allocation and cash flow, leading the creation of investment and spending policy, as well as manager searches and due diligence.  John’s other responsibilities include co-leading Clearstead’s Retirement Plan Committee. 

Prior to joining Clearstead, John worked for PNC Bank in Cleveland where he was most recently a Portfolio Manager working with both institutions and high net worth individuals.  He graduated summa cum laude with a MA in Finance & Economics from Youngstown State University and earned a BA from Hiram College, both in Ohio.  In addition, he holds a Certificate of Capital Markets from the University of North Carolina’s Kenan-Flagler Business School.  John has earned the Chartered Financial Analyst designation. He is a current CFA Charter holder and a member of the CFA Society of Cleveland.

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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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