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
Allen Dengler
Managing Director, Head of Portfolio Management
Profile Photo
Gregory Althans
Vice Chairman, Head of Wealth Strategy
SV
Sydney Van Scoy
Associate Portfolio Manager
Profile Photo
Joseph Boushelle
Senior Managing Director

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST