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.
FIND YOUR CLARITY
Clearstead is structured to put client’s interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to its clients.
Clearstead is an institutional investment consulting and private wealth management firm. We are relentless in providing financial solutions so clients can exceed their aspirations and build legacies for their families, organizations, communities, and themselves.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114