Aneet P. Deshpande, CFA
Chief Investment Officer, Executive Managing Director
Aneet serves as Clearstead’s Chief Investment Officer (CIO) and has 25 years of experience in the financial services industry. In his current role, Aneet oversees investments and research for Clearstead and its subsidiaries.
Prior to joining Clearstead, Aneet served as CIO for PNC Capital Advisors, LLC (PCA), a multi-billion-dollar asset management company, overseeing the firm’s investment teams and products — including the PNC family of mutual funds. Prior to assuming CIO responsibilities Aneet held key leadership positions within PCA’s investment strategy, trading, and portfolio management functions. Before joining PNC Capital Advisors, he traded quantitative equity strategies for a boutique asset management firm in Chicago, Illinois.
Aneet earned a BSBA in Finance from the University of Louisville. He is a CFA Charterholder and is a member of the CFA Society of Cleveland and the CFA Institute. Aneet is a member of the Cleveland Advisory Board of Facing History and Ourselves, a national non-profit organization dedicated to addressing racism, antisemitism, and prejudices through education. He is also a board member of Capital Group’s RIA Advisory Board.
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.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114