You're signed outSign in or to get full access.
About
Patrick Spittler is a Senior Portfolio Manager at Clearstead, based in Hudson, Ohio, where he is responsible for overseeing client portfolios, investment strategy, and asset allocation, with a focus on providing tailored investment solutions to meet client objectives. His expertise spans a variety of asset classes including equities, fixed income, and alternative investments, serving both private clients and institutional investors.
Prior to joining Clearstead, Patrick held advisory and executive roles, including serving as an Advisor at The People’s Pup and as Chief Learning Officer at Options with an Unlimited Future. Throughout his career, he has demonstrated a commitment to client-focused investment management and innovative financial education.
Patrick holds a Bachelor of Business Administration with concentrations in Finance, Psychology, Peace Studies, and International Business from the University of Notre Dame's Mendoza College of Business, complemented by studies at the University of Notre Dame London and Walsh Jesuit High School. He is recognized for his broad interdisciplinary expertise and contributions to advancing investment practices across diverse market sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Clearstead | Senior Portfolio Manager | May 2024 to Present | — |
| The People’s Pup | Advisor | Feb 2020 to Present | — |
| Options with an Unlimited Future | Chief Learning Officer | Sep 2022 to Present | — |
| Options with an Unlimited Future | Founder | Oct 2017 to Sep 2022 | Evolving and contributing to a harmonious future |
| Chuz | Co Founder, Advisor | Aug 2015 to Oct 2017 | — |
| DDR Corp. | Capital Markets Analyst | Sep 2013 to Aug 2015 | — |
| Tenzan Capital LLC | Trader | Aug 2012 to Aug 2013 | Chicago Mercantile Exchange - Trading Floor of the Chicago Board of Trade - Derivatives - Eurodollar Options Pit - Proprietary Trading Firm - Market Making |
| Premiere Medical Resources | Financial Analyst - Assistant to the Head of Finance and Accounting | Jan 2010 to Jan 2011 | — |
| Moe's Restaurant - Cuyahoga Falls - Front St | Chef - Owner's Assistant | Jan 2008 to Jan 2009 | — |
Education
University of Notre Dame - Mendoza College of Business
Bachelor of Business Administration (BBA), Finance, Psychology, Peace Studies, International Business
2009 — 2012
Walsh Jesuit High School
2005 — 2008
University of Notre Dame London
Others at Clearstead Advisors, LLC (16)
| Name | Role | Location |
|---|---|---|
K Khristian Ortiz-Ortega | Trader | Norfolk, VA , United States |
| Analyst | Lakewood, OH , United States | |
| Associate Portfolio Manager | Cleveland, OH , United States | |
| Principal | Raleigh, NC , United States | |
| Portfolio Manager | Norfolk, VA , United States | |
| Portfolio Manager | Norfolk, VA , United States | |
| Associate Portfolio Manager | Cleveland, OH , United States | |
| Client planning Associate and Research Associate | Norfolk, VA , United States | |
| Private Markets Research Analyst | Dayton, OH , United States | |
| Senior Associate | Medina, OH , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Client Portfolio Manager | Fort Washington Investment Advisors Inc. /oh/ | Cincinnati, OH , United States | |
| Portfolio Manager | Fort Washington Investment Advisors Inc. /oh/ | Cincinnati, OH , United States | |
| Sr. Portfolio Manager | Mai Capital Management | Cincinnati, OH , United States | |
| Portfolio Manager, Director | Mai Capital Management | Boston, MA , United States |