Brian Wunderle, CFA

Brian Wunderle, CFA

Brian T. Wunderle, CFA is a Managing Director at Clearstead, where he supports institutional clients by reviewing monthly and quarterly performance results, investment goals and objectives, asset allocation, investment policy statements, and conducting manager searches and due diligence. He has been working in the investment consulting industry since 2015, joined Clearstead in 2017, and is a Clearstead shareholder.

Brian brings expertise in performance analysis, investment policy development, and manager due diligence. Before joining Clearstead, he worked at JP Morgan Asset Management as a Financial Advisor Services Associate, supporting the Independent Broker Dealer channel and advising financial professionals on portfolio construction and investment strategy. Throughout Brian’s career, he has advised on institutional portfolios across multiple asset classes and risk frameworks.

Brian earned his B.S.B.A. in Finance and Real Estate from The Ohio State University and is a CFA Charterholder. He currently serves as a Finance Committee Member for the Adoption Network of Cleveland.