John Rodriguez

John Rodriguez is an experienced finance professional currently serving as a Portfolio Manager at Clearstead since November 2022. Prior experience includes roles as a Senior Mortgage Loan Officer at CrossCountry Mortgage, LLC, and as a Senior Manager in the Asset Management Department at Sequoia Financial Group. John also held positions as a Trader and Investment Administrator at Fairport Asset Management and as a Financial Advisor at Morgan Stanley. John earned a Bachelor of Science in Business Administration, with a focus on Finance and Business Economics, from the University of Dayton between 1999 and 2003.