Andres Arsuaga

Gestionnaire de Portefeuille-Actions chez Clearstead Advisors, LLC

Profil

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.

Postes actifs de Andres Arsuaga

Sociétés	Poste	Début
Clearstead Advisors, LLC	Gestionnaire de Portefeuille-Actions	01/12/2020