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Lawrence M. Carone, CFA, CAIA

Managing Director, Institutional Consulting Group

Larry joined Clearstead, Institutional Consulting Group in 2019.  As a Managing Director, he provides strategic advice to both prospective and current foundation, endowment, healthcare, public, and defined contribution plan clients.  Larry has over 20 years of experience working with institutional investment portfolios clients ranging from $1million non-profits to a $900 billion sovereign wealth fund.   

Prior to joining Clearstead, Larry worked in business development for Fort Washington, relationship management with PNC Capital Advisors, and as an investment analyst for quantitative equity and fixed income strategies at Chicago Equity Partners.  He holds a BSBA in Economics from The Ohio State University.  Larry is a CFA charterholder, member of the CFA Institute, and serves on the investment committee of the Community Foundation of Lorain County. 

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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.