Joseph Boushelle

Joseph "Joe" D. Boushelle is a Senior Managing Director at Clearstead, a financial advisory firm based in Cleveland, Ohio.14 He holds the professional designations of CFA (Chartered Financial Analyst) and CAIA (Chartered Alternative Investment Analyst).14

Professional Responsibilities

At Clearstead, Boushelle's primary role is focused on alternative investments:

• He is responsible for managing Clearstead's alternative investments platform.4
• As part of the Research team, he contributes to the firm's investment strategies and analysis.4

Experience and Expertise

Boushelle has a diverse background in finance and investment:

• Prior to his current role, he worked as a TMT (Technology, Media, and Telecommunications) Analyst.3
• He has experience in developing earnings models, analyzing credit metrics, recommending hedging strategies, and publishing reports on oil and gas companies.5

Involvement in Industry Discussions

Boushelle actively participates in sharing industry insights:

• He is involved in Clearstead's Investment Forum podcast, where he has interviewed industry professionals on topics such as emerging markets.2
• He has also been featured in podcast episodes discussing investments and banking.6

Joseph Boushelle's LinkedIn profile can be found under the username joseph-boushelle-3b2a631, which aligns with the information provided in the query.5