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Aneet P. Deshpande
Directeur en chef des Investissements chez
Clearstead Advisors, LLC
Profil
Mr. Aneet P.
Deshpande, CFA, is a Chief Investment Officer & Executive Managing Director at Clearstead Advisors, LLC.
He joined Clearstead in 2020 and has over 25 years of investment management experience.
In his current role, he helps oversee the research and investment management functions.
Working with the research team, private client group, and institutional consulting group, he helps guide the firm’s investment direction including Clearstead’s view on capital markets.
Prior to joining Clearstead, he served as Chief Investment Officer (CIO) for PNC Capital Advisors, LLC (PCA).
Prior to assuming CIO responsibilities, he held several positions with PCA including portfolio manager for the firm’s multi asset mutual funds and clients, and as head of investment strategy and trading.
Prior to joining PNC Capital Advisors, he worked for Chicago Equity Partners, LLC, a boutique quantitative investment management firm in Chicago, Illinois.
He earned a BSBA in Finance from the University of Louisville.
He is a CFA charterholder and is a member of the CFA Society of Cleveland and the CFA Institute.
Postes actifs de Aneet P. Deshpande
| 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. | Directeur en chef des Investissements | 01/01/2024 |
Anciens postes connus de Aneet P. Deshpande
| Sociétés | Poste | Fin |
|---|---|---|
PNC Capital Advisors LLC
 PNC Capital Advisors LLC Investment ManagersFinance PCA believes its disciplined, risk-focused approach helps enable consistent client outcomes while allowing for flexibility across mandates to address client-specific objectives. The three key components of their approach to asset management are: (1) client-centered orientation, (2) risk focus, and an (3) integrated team approach. They also provide custom fixed income management capabilities, based upon a client’s specific investment policies, permissible investments, and other portfolio management parameters. | Directeur en chef des Investissements | 01/12/2019 |
Cerity Partners LLC
 Cerity Partners LLC Investment ManagersFinance Cerity Partners employs an asset allocation strategy that is based on modern portfolio theory. The firm aims to reduce risk in an investment portfolio to maximize returns. Specifically, they develop an asset allocation strategy for each client based on the client’s unique investment objectives and risk tolerance. | Corporate Officer/Principal | 01/01/2016 |
PNC Capital Advisors LLC
PNC Capital Advisors LLC Investment ManagersFinance PCA believes its disciplined, risk-focused approach helps enable consistent client outcomes while allowing for flexibility across mandates to address client-specific objectives. The three key components of their approach to asset management are: (1) client-centered orientation, (2) risk focus, and an (3) integrated team approach. They also provide custom fixed income management capabilities, based upon a client’s specific investment policies, permissible investments, and other portfolio management parameters. | Trading-Equity | 01/08/2015 |
Allegiant Asset Management Co.
 Allegiant Asset Management Co. Investment ManagersFinance AAM is organized around nine investment style teams. While subscribing to a common overall investment philosophy of portfolio style diversification and a common top-down economic outlook, each team functions with an investment boutique orientation, supporting research, portfolio management and portfolio construction processes unique to its specialized investment style. Each investment style team consists of portfolio managers, analysts and administrative support personnel. There are seven equity investment style teams, reflecting the specializations of large/mid/small-cap growth, large/small-cap value, the S&P 500 index and international securities. Two fixed-income teams are organized around taxable and tax-exempt fixed-income management. The fixed income teams consist of specialists in treasury/agency, corporate, mortgage, asset backed and municipal securities, as well as a credit analysis staff. The fixed-income team supports the investment styles of aggregate, intermediate government/corporate, intermediate tax exempt, GNMA, 1-3 year government/corporate and short duration/liquidity securities. | Trading-Equity | 29/09/2009 |
Chicago Equity Partners LLC
 Chicago Equity Partners LLC Investment ManagersFinance Chicago Equity Partners specializes in quantitative equity and fixed income investment management services that use a proprietary investment model to develop and manage client portfolios. The firm's investment approach combines quantitative analysis with fundamental research to construct portfolios that they believe will generate excess returns relative to a specified benchmark at a specified risk level. Their investment advice is limited to US equity and fixed income investments. | Corporate Officer/Principal | - |
Formation de Aneet P. Deshpande
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
74
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Allegiant Asset Management Co.
Allegiant Asset Management Co. Investment ManagersFinance AAM is organized around nine investment style teams. While subscribing to a common overall investment philosophy of portfolio style diversification and a common top-down economic outlook, each team functions with an investment boutique orientation, supporting research, portfolio management and portfolio construction processes unique to its specialized investment style. Each investment style team consists of portfolio managers, analysts and administrative support personnel. There are seven equity investment style teams, reflecting the specializations of large/mid/small-cap growth, large/small-cap value, the S&P 500 index and international securities. Two fixed-income teams are organized around taxable and tax-exempt fixed-income management. The fixed income teams consist of specialists in treasury/agency, corporate, mortgage, asset backed and municipal securities, as well as a credit analysis staff. The fixed-income team supports the investment styles of aggregate, intermediate government/corporate, intermediate tax exempt, GNMA, 1-3 year government/corporate and short duration/liquidity securities. | Finance |
Chicago Equity Partners LLC
Chicago Equity Partners LLC Investment ManagersFinance Chicago Equity Partners specializes in quantitative equity and fixed income investment management services that use a proprietary investment model to develop and manage client portfolios. The firm's investment approach combines quantitative analysis with fundamental research to construct portfolios that they believe will generate excess returns relative to a specified benchmark at a specified risk level. Their investment advice is limited to US equity and fixed income investments. | Finance |
University of Louisville
 University of Louisville 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 |
PNC Capital Advisors LLC
PNC Capital Advisors LLC Investment ManagersFinance PCA believes its disciplined, risk-focused approach helps enable consistent client outcomes while allowing for flexibility across mandates to address client-specific objectives. The three key components of their approach to asset management are: (1) client-centered orientation, (2) risk focus, and an (3) integrated team approach. They also provide custom fixed income management capabilities, based upon a client’s specific investment policies, permissible investments, and other portfolio management parameters. | Finance |
Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners employs an asset allocation strategy that is based on modern portfolio theory. The firm aims to reduce risk in an investment portfolio to maximize returns. Specifically, they develop an asset allocation strategy for each client based on the client’s unique investment objectives and risk tolerance. | Finance |
