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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
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Profile Information

Senior Managing Director, Head of Investment Office

Clearstead

Investment Team

Investor

Consultant

Cleveland

Ohio

United States

May 15, 2024

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