Konstantin Goldberg

Konstantin Goldberg is an Associate Portfolio Manager at Clearstead in Cleveland, Ohio, where he is responsible for supporting portfolio management activities, investment analytics, and client reporting for both institutional and private clients. In this capacity, he plays a key role in asset allocation, manager research, and the ongoing monitoring of diversified investment portfolios, working closely with senior portfolio managers to align strategies with client objectives.

Goldberg’s background includes progressive experience within Clearstead, having previously held positions as Senior Performance Analyst and Performance Analyst, where he developed expertise in portfolio performance measurement and investment reporting. His current work spans a broad range of traditional and alternative asset classes, including equities, fixed income, and multi-asset strategies, with a focus on delivering fiduciary advisory solutions to institutional and high-net-worth clients.

He holds accounting degrees from Indiana University of Pennsylvania and Cleveland State University, which underpin his strong analytical and quantitative skills. While specific notable public achievements are not cited in available sources, his advancement within Clearstead and involvement in managing over $22 billion in client assets highlight his contribution to investment strategy and client service in the wealth management sector.