John A. Rodriguez

Senior Portfolio Manager

John joined Clearstead’s Portfolio Management team in 2022. As a Senior Portfolio Manager, he is responsible for asset allocation, manager implementation and portfolio monitoring for Institutional clients.

Prior to joining Clearstead, John worked for over twelve years at two local Registered Investment Advisors as a Senior Manager on the Asset Management team and Portfolio Manager/Trader. He was on the Honor’s Dean’s List at the University of Dayton where he earned his Bachelor of Science degree, double majoring in Finance and Business Economics.


At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.