John F. Colla, CFA

John F. Colla, CFA

John is a member of Clearstead’s Institutional Consulting Group and is a shareholder of the firm. As a Senior Managing Director, he provides strategic investment and financial advice to the firm’s clients, focusing primarily on Clearstead’s healthcare clients, and also works with other operating not-for-profits and endowments and foundations. John’s responsibilities include financial modeling, development of holistic investment programs revolved around organizational strategy, and manager searches and due diligence, among others. John is a voting member of the Clearstead Investment Committee, a member of the firm’s Retirement Committee, and is also actively involved in many internal initiatives. John has worked in different roles in the financial services industry over the years, which include investment research, portfolio management, and consulting.

Prior to joining Clearstead, John was a Portfolio Manager at PNC Bank working with both institutions and high net worth individuals. John is a CFA Charterholder and holds a Certificate of Capital Markets from the University of North Carolina’s Kenan-Flagler Business School. He graduated summa cum laude with a master’s degree in Finance/Economics from Youngstown State University and earned a BA from Hiram College. He is a member of the CFA Society of Cleveland, on the Board of the Salvation Army, Cleveland chapter, and is actively involved in healthcare initiatives around Cleveland.