
Svetlana Loshakov
Senior Managing Director, Head of Investment Office
Clearstead
United States, Ohio, Cleveland
About Me
Svetlana is responsible for the overall performance of Clearstead’s Research Team, which oversees asset allocation, conducts investment manager due diligence and market research, produces relevant newsletters and whitepapers, and works closely with our Institutional Consulting and Private Client Groups to create value for clients’ portfolios. She is also responsible for managing alternative investments, which involves sourcing, evaluating, selecting, and monitoring alternative investments, such as private equity, venture, private credit, real estate, and hedge funds. In that capacity, she works closely with consultants and clients, assisting them in the design and implementation of an approp
Profile Information
Senior Managing Director, Head of Investment Office
Clearstead
Investment Team
Investor
Consultant
Cleveland
Ohio
United States
May 15, 2024
More profiles to browse
Michael Fedeli
Portfolio and Private Client Group Business Development Associate
Aneet Deshpande
Chief Investment Officer, Executive Managing Director
Grant Guyuron
Senior Managing Director, Institutional Consulting
JR
John Rodriguez
Portfolio Manager
You Might Like
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
BM
Ba Minuzzi
Founder & CEO
Umana