Joseph Adams, CFA, CAIA

Joseph Adams, CFA, CAIA

Joe Adams is a Managing Director at Clearstead, supporting institutional client relationships with a focus on endowments, foundations, and operating non-profits. He has worked in the investment consulting industry since joining the firm in 2019 and is a Clearstead shareholder.

He brings expertise in long-term portfolio construction, asset allocation studies, spending policy analysis, and developing customized solutions aligned with organizational objectives. Throughout his career, Joe has led initiatives to enhance the firm’s analytical capabilities and currently plays a leadership role in team development within the Institutional Consulting Group.

Joe earned a BSBA in Finance and Economics, graduating cum laude from John Carroll University. He is a CFA Charterholder and Chartered Alternative Investment Analyst (CAIA).