Adam Felten

Adam Felten, CFA, is a skilled Portfolio Manager at Clearstead since June 2019, where responsibilities include managing client investment portfolios through asset allocation, risk management, and conducting manager due diligence. Prior experience includes a role as a Wealth and Asset Management Intern at Fifth Third Private Bank, supporting Senior Trust Officers and administering a significant book of business. As a BOLD Intern at United Way Worldwide, Adam contributed to the development of leadership program processes and assisted in nonprofit board recruitment. Additional experience includes positions at Eisert Wealth Management and Velocity Advisors, focusing on client relations and document management, respectively. Adam holds a Bachelor’s Degree in Finance from Xavier University, attained between 2015 and 2019.