John D. Evans
Director, Institutional Consulting Group
John joined Clearstead as an institutional consultant in 2017. John leads Clearstead’s Prism Outsourced CIO (OCIO) platform and co-leads the Responsible Investing platform. As a Director, John advises institutional clients on investment policy, strategic and tactical asset allocation, manager selection, and portfolio construction. John’s clients include endowments, foundations, non-profits, hospitals, and defined benefit and defined contribution plans.
Prior to joining Clearstead, John spent seven years at Goldman Sachs in New York, where he was most recently a Vice President and Portfolio Manager for foundation and endowment clients across the U.S. John graduated magna cum laude with a Bachelor of Arts in Economics from the University of Pennsylvania. He currently serves on the Board of Drink Local Drink Tap, a Cleveland and Uganda-based non-profit dedicated to access to clean water and sanitation. John is a 2019 CFA Level II Candidate.
Find Your Clarity
We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114