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.
YOUR FUTURE IN FOCUS
At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.
Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.
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