Lawrence M. Carone, CFA, CAIA

Senior Managing Director, Institutional Consulting Group

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

Prior to joining Clearstead, Larry worked in relationship management for Fort Washington, and 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, is a Chartered Alternative Investment Analyst (CAIA) and serves on the investment committee of the Community Foundation of Lorain County.


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