Svetlana M. Loshakov, CFA

Head of Investments

Svetlana is responsible for the overall performance of Clearstead’s Research Team, which oversees asset allocation, conducts investment manager due diligence and market research, produces relevant newsletters and whitepapers, and works closely with our Institutional Consulting and Private Client Groups to create value for clients’ portfolios. She is also responsible for managing alternative investments, which involves sourcing, evaluating, selecting, and monitoring alternative investments, such as private equity, venture, private credit, real estate, and hedge funds. In that capacity, she works closely with consultants and clients, assisting them in the design and implementation of an appropriate private investment program.

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, as an Advisory Board member for the Cleveland Institute of Art, and as an Executive Board member for Southern Methodist University’s Edwin L. Cox School of Business. 


Clearstead is structured to put client’s interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to its clients.

Clearstead is an institutional investment consulting and private wealth management firm. We are relentless in providing financial solutions so clients can exceed their aspirations and build legacies for their families, organizations, communities, and themselves.




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Suite 700 | Cleveland, Ohio 44114