Adam J. Blake, AIF®

Senior Managing Director

Adam J. Blake, AIF®

Adam Blake is a Senior Managing Director in the Institutional Client Group at Clearstead, where he supports prominent institutions. He has been working in the institutional consulting industry since 2006, joined Clearstead in 2008, and has been a shareholder since 2014.

Adam brings expertise in delivering consistent oversight, portfolio solutions, investment policy analysis, strategic asset allocation, spending policy analysis, risk modeling, and incorporating organizations’ circumstances and priorities into their investment strategies. Before joining Clearstead he worked as a Research Analyst for C.H. Dean & Associates where he focused on asset allocation modeling and investment manager due diligence. Throughout Adam’s career, he has led many internal initiatives and has been an active participant on the Clearstead Investment Committee.

Adam obtained his BS, with Honors, from the University of Toledo, his Master of Finance from the University of Cincinnati, and holds the Accredited Investment Fiduciary designation (AIF^®).