Anthony joined Clearstead in April 2013. Anthony leads the Investment Solutions Group (ISG), which is a discretionary solution that aims to deliver the same institutional rigor to smaller not-for-profit’s that are delivered to larger organizations. In addition, Anthony works directly with more than a dozen institutions. These institutions include foundations, endowments, corporations, universities, and health care systems. Furthermore, Anthony’s responsibilities include investment policy analysis, strategic asset allocation and spending policy analysis, risk modeling, and incorporating organizations’ circumstances and priorities into their investment