Joseph D. Boushelle, CFA, CAIA

Senior Managing Director, Research

As a Senior Managing Director on the Research team, Joe is responsible for managing Clearstead’s alternative investments platform. His responsibilities include sourcing, evaluating, and monitoring alternative strategies, including hedge funds, real assets, private equity, and private credit. He works closely with clients and consultants to develop and implement alternative investment programs that meet their various needs.  In addition to his work with alternatives, Joe plays an integral role in overseeing the firm’s asset allocation framework.  He is a voting member of both the firm’s Clearstead Investment Committee and Asset Allocation Committee.

Joe has over 15 years of experience in the investment management business. Prior to joining Clearstead in 2012, Joe covered the telecommunications, media, and technology sectors as an analyst at the Ohio Public Employees Retirement System. He has also worked as a research analyst covering the credit and equity markets in various roles at JPMorgan and served as an officer in the United States Marine Corps. 

Joe is a CFA charter holder and holds the Chartered Alternative Investment Analyst (CAIA) designation. He has an MBA with Distinction from Cornell University’s Johnson School of Management and received a BA in Economics from the University of Chicago.

INSIGHTS

ClearPoint – April 2020

ClearPoint – February 2019

Blog Series – Complex Uncertainty, Simply Clarity: Hierarchy of Needs for an Investment Strategy

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.

LEGAL STATEMENT

PRIVACY POLICY

CONTACT US

1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090

FOLLOW US