CoverProfile

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

More profiles to browse

Profile Photo
Satricia Rice
Senior Managing Director and Shareholder
SV
Sydney Van Scoy
Associate Portfolio Manager
Profile Photo
Svetlana Loshakov
Senior Managing Director, Head of Investment Office
Profile Photo
John Colla
Senior Managing Director, OCIO / Retirement / Healthcare

You Might Like

ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
PG
Patricia Gee
Operations
Manhattan Family Office
BH
Bob Helmer
President Emeritus
Baldwin Wallace University