Aneet serves as Clearstead’s Chief Investment Strategist and has 25 years of experience in the financial services industry. In his current role, Aneet helps oversee the research function and guides Clearstead’s investment direction including the firm’s view on capital markets. Aneet also contributes to the firm’s M&A strategy which includes identifying lift-out and acquisition targets.  

Prior to joining Clearstead, Aneet served as Chief Investment Officer (CIO) for PNC Capital Advisors, LLC (PCA), a multi-billion-dollar RIA, 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 worked for a boutique quantitative 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.

INSIGHTS

Research Corner

January ClearPoint – 2023 Outlook