John F. Colla, CFA

Managing Director, Institutional Consulting Group

John joined Clearstead in our Institutional Consulting Group in 2017. John is a Managing Director in the Institutional Consulting Group and is closing in on a decade of industry experience. John leads more than a dozen institutional relationships, working with the firm’s healthcare, retirement plan, higher education, and other non-profit clients. John’s responsibilities include aligning investment strategy with organizational objectives, financial modeling, asset allocation and cash flow analysis, and manager searches and due diligence, among others. John co-leads Clearstead’s Retirement Plan Committee and is actively involved in many internal initiatives.

Prior to joining Clearstead, John was a Portfolio Manager at PNC Bank working with both institutions and high net worth individuals. He graduated summa cum laude with a MA in Finance & Economics from Youngstown State University and earned a BA from Hiram College. In addition, he holds a Certificate of Capital Markets from the University of North Carolina’s Kenan-Flagler Business School.  John is a CFA Charterholder, member of the CFA Society of Cleveland, and on the Board of the Salvation Army, Cleveland division.

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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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