Aneet P. Deshpande, CFA

Chief Investment Officer, Executive Managing Director

Aneet P. Deshpande, CFA

Aneet Deshpande is Chief Investment Officer at Clearstead, where he is responsible for leading the firm’s Investment Office, overseeing asset allocation, manager research, investment solutions, and portfolio management. He has been working in the financial services industry since 1999 and joined Clearstead in 2020 and has been a shareholder since 2021.

Aneet brings expertise in investment manager research, investment strategy, portfolio management, and trading. Before joining Clearstead, he worked as CIO and lead portfolio manager for a multi-billion-dollar investment management company, where he also held leadership roles in investment strategy, trading, and portfolio management. Throughout Aneet’s career, he has led teams focused on delivering institutional-quality investment solutions and managing complex multi-asset portfolios on behalf of families and institutions.

Aneet obtained his BSBA in Finance from the University of Louisville and holds the Chartered Financial Analyst (CFA) designation. He currently serves on the Ohio Advisory Board of Facing History and Ourselves and is a board member of Capital Group’s RIA Advisory Board.