Svetlana M. Loshakov, CFA
Head of Investments
Prior to joining Clearstead Svetlana spent 19 years working in a single family office managing an institutional size global investment portfolio across all asset classes. She started her career as petroleum engineer and worked in a variety of industries including pharmaceuticals, commercial, and mortgage banking. Her broad international business experience brings depth and expertise to research and diligence of fund managers and underlying portfolio companies.
Svetlana is a CFA charter holder. She earned her MBA from Southern Methodist University, being a recipient of the US AID fellowship. She received a BS in Petroleum Engineering and Economics summa cum laude from Academy of Oil in Gas (Gubkin) in Moscow. She currently serves on the board’s Finance Committee of The Cleveland Racquet Club.
Find Your Clarity
We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.
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