Adam Felten

Associate Portfolio Manager

Adam graduated from Xavier University with a bachelor’s in finance in 2019. Responsible for developing and maintaining investment policy, asset allocation, manager selection, and portfolio monitoring for many private client relationships. He also helps facilitate trading and provides analytical research.

Prior to joining Clearstead, Adam interned at Velocity Advisors in Westlake, OH and Fifth Third Private Bank in Cincinnati, OH, and has been involved with the United Way of Greater Cincinnati.

Find Your Clarity

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.