Andres Arsuaga, CFA
Managing Director, Private Client Group
Andres is a Partner and Managing Director in the Private Client Group and is responsible for the communication and coordination of all aspects of private client services including tax, investment, financial, and family office services to his clients. Andres’s area of expertise includes investment management in which he works closely with clients constructing tailored asset allocation strategies.
Prior to joining Clearstead in 2020, Andres spent six years working in New York City. He spent three years working at BlackRock, as a member of the Financial Institutions Group, advising both private and public insurance companies on their investment portfolios, and three years with Sumitomo Mitsui Banking Corporation lending to financial institutions including asset managers, private equity sponsors, and banks.
Andres earned a B.S.B.A degree in Finance from Ohio State University and holds the Chartered Financial Analyst designation.
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.
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Suite 700 | Cleveland, Ohio 44114