CoverProfile

Konstantin Goldberg

Associate Portfolio Manager

Clearstead

United States, Ohio, Cleveland

About Me

Konstantin joined Clearstead in 2019 as a Performance Analyst. In 2021, he was promoted to Senior Performance Analyst. In that role, he participated in continues improvement projects, trained new employees, and generated reports for multi advisor clients. In 2022, he accepted the role of Associate Portfolio Manager. He is responsible for investment portfolio construction, implementation of strategy, and proactive portfolio oversight. Prior to joining Clearstead, Konstantin was a Fund Accountant for Key Bank. He earned a Bachelor of Science in Accounting from Indiana University (PA).

Profile Information

Associate Portfolio Manager

Clearstead

Investment Team

Investor

Consultant

Cleveland

Ohio

United States

May 16, 2024

More profiles to browse

Profile Photo
Daniel Meges
Senior Managing Director, Research, Chief Economist and Head of Public Equity
Profile Photo
Gregory Althans
Vice Chairman, Head of Wealth Strategy
Profile Photo
Grant Guyuron
Senior Managing Director, Institutional Consulting
Profile Photo
Aneet Deshpande
Chief Investment Officer, Executive Managing Director

You Might Like

PG
Patricia Gee
Operations
Manhattan Family Office
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
PM
Prtima MISHRA1
Software Engineer
PA TEST