
John Rodriguez
Portfolio Manager
Clearstead
United States, Ohio, Cleveland
About Me
John joined Clearstead as a Portfolio Manager for the Institutional Consulting Group in 2022. He is responsible for asset allocation, manager implementation and portfolio monitoring for Institutional clients. Prior to joining Clearstead, John worked for over twelve years at two local Registered Investment Advisors as a Senior Manager on the Asset Management team and Portfolio Manager/Trader. He was on the Honor’s Dean’s List at the University of Dayton where he earned his Bachelor of Science degree, double majoring in Finance and Business Economics.
Profile Information
Portfolio Manager
Clearstead
Investment Team,Operations Team
Investor
Consultant
Cleveland
Ohio
United States
May 16, 2024
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