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Joseph Adams, CFA, CAIA

Managing Director

Joseph Adams, CFA, CAIA

Joe is a member of Clearstead’s Institutional Consulting Group and is a shareholder of the firm. Joe leads institutional client relationships with a focus on Endowments and Foundations. Joe’s responsibilities include leading the Institutional Consulting Team’s investment software practices, conducting asset allocation and spending policy analysis, and assisting with research-oriented tasks such as manager searches and the formulation of Clear­stead’s capital market assumptions. Joe also oversees the development of the Institutional Consulting Associates on the team.

Joe graduated cum laude with a BSBA in Finance and Economics from John Carroll University. Joe is a CFA Charterholder and a Chartered Alternative Invest­ment Analyst.