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 six 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 is currently a member of the Young Professionals of the Alzheimer’s Association Cleveland Chapter, and previously served on the Junior Committee of the Alzheimer’s Association New York City Chapter.  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.


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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