John is a member of Clearstead’s Institutional Consulting Group and is a shareholder of the firm. John leads more than a dozen institutional relationships focusing on the firm’s healthcare clients, and also works with universities, endowments and foundations, and other organizations. John’s responsibilities include financial modeling, asset allocation & cash flow analysis, development of holistic investment programs revolved around organizational strategy, and manager searches and due diligence, among others. John co-leads Clearstead’s Retirement Committee and is actively involved in many internal initiatives. John has worked in many different roles during his near decade of industry