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Patrick Boehmer

Performance Analyst

Patrick joined the reporting and operations team as a Performance Analyst in 2023. In his role, some of Patrick’s responsibilities include recording and monitoring alternative investment performances along with the production of monthly performance reports for institutional clients.

Prior to joining Clearstead, Patrick was a Data Analyst for both Progressive Insurance and JACK Cleveland Casino. Patrick currently has an associate degree from Lakeland Community College and is currently pursuing a bachelor’s degree in business from Cleveland State University.

YOUR FUTURE IN FOCUS

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