Svetlana M. Loshakov
Director of Investments bei Clearstead Advisors, LLC
Profil
Ms. Svetlana M.
Loshakov, CFA MBA, is a Head of Investments at Clearstead Advisors, LLC.
She is responsible for the overall performance of Clearstead’s Research Team, which oversees asset allocation, conducts investment manager due diligence and market research, produces relevant newsletters and whitepapers, and works closely with our Institutional Consulting and Private Client Groups to create value for clients’ portfolios.
She is also responsible for managing alternative investments, which involves sourcing, evaluating, selecting, and monitoring alternative investments, such as private equity, venture, private credit, real estate, and hedge funds.
In that capacity, she works closely with consultants and clients, assisting them in the design and implementation of an appropriate private investment program.
Prior to joining Clearstead, she spent 19 years working in a single family office managing an institutional size global investment portfolio across all asset classes.
She started her career as petroleum engineer and worked in a variety of industries including pharmaceuticals, commercial, and mortgage banking.
Her broad international business experience brings depth and expertise to research and diligence of fund managers and underlying portfolio companies.
She received a BS in Petroleum Engineering and Economics summa cum laude from Gubkin Russian State University of Oil & Gas and an MBA from Southern Methodist University.
Aktive Positionen von Svetlana M. Loshakov
Unternehmen | Position | Beginn |
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Clearstead Advisors, LLC
Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | Director of Investments | 01.09.2020 |
Ausbildung von Svetlana M. Loshakov
Southern Methodist University | Masters Business Admin |
Gubkin Russian State University of Oil & Gas | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Private Unternehmen
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Private Unternehmen | 1 |
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Clearstead Advisors, LLC
Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | Finance |