Adam J. Blake, AIF®

Adam J. Blake, AIF®

Adam joined Clearstead in 2008, and has been a shareholder of the firm since 2014. Adam leads the Endowment and Foundation group within Clearstead’s institutional consulting group, where he focuses on delivering consistent oversight, portfolio solutions, and impactful analysis for these types of organizations.  In addition, Adam works directly with more than a dozen institutions. These institutions include foundations, endowments, universities, and health care systems. Furthermore, Adam’s responsibilities include investment policy analysis, strategic asset allocation and spending policy analysis, risk modeling, and incorporating organizations’ circumstances and priorities into their investment approaches. Adam is involved with many internal initiatives and an active participant on the Clearstead Investment Committee. 

Adam earned his Master of Finance from the University of Cincinnati and BS, with Honors, from the University of Toledo. Additionally, Adam holds the Accredited Investment Fiduciary designation (AIF®). Prior to joining Clearstead, Adam was a Research Analyst for C.H. Dean & Associates where he focused on asset allocation modeling and investment manager due diligence.