Adam J. Blake, AIF®

Adam J. Blake, AIF®

Adam is a Senior Managing Director in the Institutional Client Group at Clearstead, where he supports delivering consistent oversight, portfolio solutions, and impactful analysis for these types of organizations. He has been working in the institutional consulting industry since 2008, joined Clearstead in 2008, and has been a shareholder since 2014.

Adam brings expertise in delivering consistent oversight, portfolio solutions, impactful analysis, investment policy analysis, strategic asset allocation and spending policy analysis, risk modeling, and incorporating organizations’ circumstances and priorities into their investment approaches. Before joining Clearstead he worked as a Research Analyst for C.H. Dean & Associates where he focused on asset allocation modeling and investment manager due diligence. Throughout Adam’s career, he has led many internal initiatives and has been an active participant on the Clearstead Investment Committee.

Adam obtained his BS, with Honors, from the University of Toledo, his Master of Finance from the University of Cincinnati, and holds the Accredited Investment Fiduciary designation (AIF®).