Andres Arsuaga
Portfolio Manager-Aktien bei Clearstead Advisors, LLC
Profil
Mr. Andres Arsuaga, CFA, is a Managing Director at Clearstead Advisors, LLC.
He is a portfolio manager in the Private Client Group and is responsible for the development and management of investment policy, asset allocation, manager selection, and portfolio monitoring.
He joined Clearstead in December 2020 and has eight years of finance and investment management experience.
Prior to joining Clearstead, he spent six years working in New York City.
He spent the previous three years working at BlackRock, as a member of the Financial Institutions Group, advising both private and public insurance companies on their investment portfolios, and three years with Sumitomo Mitsui Banking Corporation lending to financial institutions including asset managers, private equity sponsors, and banks.
He earned a B.S.B.A degree in Finance from Ohio State University and holds the Chartered Financial Analyst designation.
Aktive Positionen von Andres Arsuaga
| Unternehmen | Position | Beginn |
|---|---|---|
Clearstead Advisors, LLC
 Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | Portfolio Manager-Aktien | 01.12.2020 |
Ausbildung von Andres Arsuaga
| The Ohio State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Clearstead Advisors, LLC
Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | Finance |
