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.
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