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Gavin Markham

Gavin Markham

Private Markets Research Analyst at Clearstead Advisors, LLC

Dayton, OH , United States

About

Gavin Markham is a Private Markets Research Analyst at Clearstead, based in Dayton, Ohio. In this capacity, he supports research and analysis focused on private markets and alternative investment strategies, with an emphasis on private equity and related asset classes. His responsibilities include due diligence, market analysis, and the ongoing evaluation of investment opportunities across the private markets spectrum.

Prior to joining Clearstead, Gavin served as a Technology Equity Analyst at the Davis Center for Portfolio Management at the University of Dayton, where he concentrated on equity research in the technology sector and supported portfolio decision-making processes. He also participated in the University of Dayton Investment Banking Academy, further honing his analytical and financial modeling skills in a rigorous and collaborative environment.

Gavin holds a Bachelor’s degree in Finance from the University of Dayton and graduated with honors from Theodore Roosevelt High School. He is recognized as a CBDA (Certified Blockchain & Digital Assets) holder, which underscores his growing expertise in digital assets and blockchain within private markets and alternative investments.

Career History

OrganizationRoleDate RangeDetails
ClearsteadPrivate Markets Research AnalystOct 2024 to Present
Private Equity, Private Credit, Venture Capital, Hedge Funds, and Real Assets
Davis Center for Portfolio Management - University of DaytonTechnology Equity AnalystSep 2023 to May 2024
University of Dayton Investment Banking Academy (Formerly DIBC)MemberDec 2022 to May 2024
White Oak Global AdvisorsPrivate Credit Summer AnalystMay 2023 to Aug 2023
Stone Pier Capital AdvisorsInvestment Banking Seasonal AnalystJan 2023 to May 2023
Torsion GroupFinance InternJun 2022 to Aug 2022
QualityIPAccounting AdministratorNov 2020 to Aug 2021

Education

University of Dayton

Bachelor's degree, Finance

2021 2024

Theodore Roosevelt High School

Graduated with Honors

2017 2021

Skills & Expertise

Salesforce.com
Term Sheets
Memos
Pitching Ideas
Buy-side
Business Relationship Management
Third Party Relationships
Microsoft PowerPoint
Public Speaking
Equity Research
Market Research
Industrial Sector
Accounts Payable
Cost Accounting
Verification and Validation (V&V)
Data Analysis
Financial Analysis
International Financial Reporting Standards (IFRS)
Accruals
Communication
Microsoft Excel
Valuation
Mergers & Acquisitions (M&A)
DCF Valuation
Leveraged Buyouts (LBO)
Precedent Transactions
Comparable Analysis
Strategic Rationale
Finance
Accounting
Leadership
Time Management
Strategic Planning
Payment Card Processing
Database Management System (DBMS)
Teamwork
Management
Accounting Software
Financial Statements
Project Management
Business Economics
Financial Accounting
Capital Structure
Economics
Banking
Management Accounting
Financial Services
Research
Investment Banking
Macroeconomics

Others at Clearstead Advisors, LLC (16)

NameRoleLocation
K
Khristian Ortiz-Ortega
TraderNorfolk, VA , United States
Kimberly Trnavsky
Kimberly Trnavsky
AnalystLakewood, OH , United States
Konstantin Goldberg
Konstantin Goldberg
Associate Portfolio ManagerCleveland, OH , United States
Kyle Elliott
Kyle Elliott
PrincipalRaleigh, NC , United States
Luke Scanlan
Luke Scanlan
Portfolio ManagerNorfolk, VA , United States
Scott McCluney
Scott McCluney
Portfolio ManagerNorfolk, VA , United States
Stephen Drum
Stephen Drum
Associate Portfolio ManagerCleveland, OH , United States
Erin Abate
Erin Abate
Client planning Associate and Research AssociateNorfolk, VA , United States
Linda Bubar
Linda Bubar
Senior AssociateMedina, OH , United States
M
Mark Warden
PrincipalNorfolk, VA , United States
Showing 1-10 of 16 team members

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