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Adam Felten
Director @Clearstead
Chicago, IL, US
EMAILS
a••••••@clearstead.com
MOBILE NUMBERS
+14•••••••71
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WORK HISTORY
Jan 2025 — Present
Director @Clearstead
Chicago, IL, US
EDUCATION
2011 — 2015
Lutheran West High School
High School
2015 — 2019
Xavier University
Bachelor’s Degree, Finance, General
SKILLS
Business AnalysisFinanceWritingManagementPersonal FinanceCustomer ServiceMicrosoft ExcelTeamworkMicrosoft WordLeadershipFinancial Analysis
ABOUT ADAM FELTEN
I currently work for Clearstead Advisors in Cleveland, OH as a Portfolio Manager. I am a Level CFA Candidate. I graduated Cum Laude from Xavier University with a major in Finance.
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