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Joe Boushelle
Analyst-Equity chez
Clearstead Advisors, LLC
Profil
Mr. Joseph D.
Boushelle is a Senior Managing Director of Alternatives at Clearstead Advisors, LLC.
He is responsible for managing Clearstead’s alternative investments platform.
His responsibilities include sourcing, evaluating, and monitoring alternative strategies, including hedge funds, real assets, private equity, and private credit.
He works closely with clients and consultants to develop and implement alternative investment programs that meet their various needs.
In addition to his work with alternatives, He plays an integral role in overseeing the firm’s asset allocation framework.
He is a voting member of both the firm’s Investment Research Committee and Asset Allocation Committee.
Mr. Boushelle has over 15 years of experience in the investment management business.
Prior to joining Clearstead in 2012, he covered the telecommunications, media, and technology sectors as an analyst at the Ohio Public Employees Retirement System.
He has also worked as a research analyst covering the credit and equity markets in various roles at JPMorgan and served as an officer in the United States Marine Corps.
He is a CFA charter holder and holds the Chartered Alternative Investment Analyst designation.
He has an MBA with Distinction from Cornell University’s Johnson School of Management and received a BA in Economics from the University of Chicago.
Postes actifs de Joe Boushelle
| Sociétés | Poste | Début |
|---|---|---|
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. | Analyst-Equity | 01/01/2012 |
Anciens postes connus de Joe Boushelle
| Sociétés | Poste | Fin |
|---|---|---|
Ohio Public Employees Retirement System
 Ohio Public Employees Retirement System Investment ManagersFinance OPERS’s investment decisions are made by the Retirement Board on the recommendation of the system's professional staff and outside investment advisors. The investment committee monitors the investment activities. They place contributed funds in income-producing investments that meet the requirements of Ohio law. The firm takes a contrarian approach that seeks to identify US stocks with negative Wall Street perceptions, low price-to-book values and catalysts that will lead to increases in earnings growth and prices. OPERS's investment approach combines fundamental research with a top-down overlay process. | Analyst-Equity | 31/12/2011 |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance Provides corporate, investment banking, consumer and commercial banking, asset management, payment & security solutions | Analyst-Equity | 31/08/2008 |
Prudential Securities
 Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/2004 |
United States Marine Corps
 United States Marine Corps SovereignGovernment Provides marine armed force services | Corporate Officer/Principal | 31/03/2004 |
Formation de Joe Boushelle
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Ohio Public Employees Retirement System
Ohio Public Employees Retirement System Investment ManagersFinance OPERS’s investment decisions are made by the Retirement Board on the recommendation of the system's professional staff and outside investment advisors. The investment committee monitors the investment activities. They place contributed funds in income-producing investments that meet the requirements of Ohio law. The firm takes a contrarian approach that seeks to identify US stocks with negative Wall Street perceptions, low price-to-book values and catalysts that will lead to increases in earnings growth and prices. OPERS's investment approach combines fundamental research with a top-down overlay process. | Finance |
Prudential Securities
Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Finance |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment Banks/BrokersFinance Provides corporate, investment banking, consumer and commercial banking, asset management, payment & security solutions | Finance |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
United States Marine Corps
United States Marine Corps SovereignGovernment Provides marine armed force services | Government |
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 |
