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Aneet P. Deshpande, CFA

Senior Managing Director, Chief Investment Strategist

Aneet joined Clearstead in 2020 and has over 20 years of investment management experience. In his current role, Aneet helps oversee the research and investment management functions. Working with the research team, private client group, and institutional consulting group, he helps guide the firm’s investment direction including Clearstead’s view on capital markets.

Prior to joining Clearstead, Aneet served as Chief Investment Officer (CIO) for PNC Capital Advisors, LLC (PCA). Prior to assuming CIO responsibilities Aneet held several positions with PCA including portfolio manager for the firm’s multi asset mutual funds and clients, and as head of investment strategy and trading.  Prior to joining PNC Capital Advisors, Aneet worked for Chicago Equity Partners, LLC, a boutique quantitative investment 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 also 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. 

 

INSIGHTS

Blog Series – Complex Uncertainty, Simple Clarity: Hierarchy of Needs for an Investment Strategy

Video – 2020 Election: Investments & Planning in an Uncertain Environment

Video – International Spotlight: U.S. – China Relations

Video – Investment Opportunities in Uncertain Times

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We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

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