John D. Evans

Managing 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 Managing 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 2020 CFA Level III 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.

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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