Joseph Adams, CFA, CAIA

Joseph Adams, CFA, CAIA

Joseph T. Adams, is a Managing Director at Clearstead, where he supports institutional client relationships with a focus on Endowments and Foundations. He has been working in the investment consulting industry since 2019 when he joined Clearstead in 2019 and is a Clearstead shareholder.

Joseph brings expertise in investment software practices, asset allocation, spending policy analysis, and research-oriented tasks such as manager searches and the formulation of Clearstead’s capital market assumptions. Throughout Joseph’s career, he has led initiatives that enhance analytical capabilities and team development within the Institutional Consulting Group.

Joseph obtained his B.S.B.A. in Finance and Economics, graduating cum laude from John Carroll University. He is a CFA Charterholder and a Chartered Alternative Investment Analyst.