Profile
Mr. Andres Arsuaga, CFA, is a Managing Director at Clearstead Advisors, LLC.
He is a portfolio manager in the Private Client Group and is responsible for the communication and coordination of all aspects of private client services including tax, investment, financial, and family office services to his clients.
His area of expertise includes investment management in which he works closely with clients constructing tailored asset allocation strategies.
Prior to joining Clearstead, he spent six years working in New York City.
He spent the previous three years working at BlackRock, as a member of the Financial Institutions Group, advising both private and public insurance companies on their investment portfolios, and three years with Sumitomo Mitsui Banking Corporation lending to financial institutions including asset managers, private equity sponsors, and banks.
He earned a B.S.B.A degree in Finance from Ohio State University and holds the Chartered Financial Analyst designation.
Andres Arsuaga active positions
| Companies | Position | Start |
|---|---|---|
Clearstead Advisors, LLC
Clearstead Advisors, LLC Investment ManagersFinance Clearstead believes in diversification across a variety of asset classes using both passive and active strategies. The firm’s in-house research team performs fundamental, qualitative, and quantitative research on economic trends, asset allocation, and manager selection. | Portfolio Manager-Equities | 2020-11-30 |
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1st degree companies
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Linked companies
| Private companies | 2 |
|---|---|
The Ohio State University
The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Clearstead Advisors, LLC
Clearstead Advisors, LLC Investment ManagersFinance Clearstead believes in diversification across a variety of asset classes using both passive and active strategies. The firm’s in-house research team performs fundamental, qualitative, and quantitative research on economic trends, asset allocation, and manager selection. | Finance |
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