Joseph D. Boushelle, CFA, CAIA

Managing Director, Research

As a 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 Investment Research 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.

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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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