New Affiliation Expands Clearpoint Team

Clearpoint Advisors is proud to announce our affiliation with Institutional Architects. This new affiliation expands our team dramatically to provide additional resources and experience in executive benefits, and institutional strategies for corporations, banks, and insurance companies. This affiliation enhances consulting, analytics, and benefit and investment expertise.

FOR IMMEDIATE RELEASE

Contact Information:
Clearpoint Advisors, LLC
Eric Rader
724-935-5454
Eric.rader@clearpointadvisorsllc.com

Release Date:
11/12/24

CLEARPOINT ADVISORS AND INSTITUTIONAL ARCHITECTS JOIN FORCES TO EXPAND STRATEGIC CONSULTING SERVICES

Pittsburgh, PA — Clearpoint Advisors, LLC is proud to announce a new collaboration with Institutional Architects, a recently launched institutional financial consulting firm. This partnership brings together Clearpoint’s decades of expertise in executive compensation, employee benefits, insurance planning, and wealth management with Institutional Architects’ specialization in institutional and large organizational consulting services.

The Institutional Architects team, founded by industry veterans Jacob Bosacki, Justin Gladieux, and Michael Ori, brings a combined 45 years of experience, enhancing Clearpoint’s robust consulting portfolio. Clearpoint Advisors will integrate Institutional Architects’ services on its website, under the “Institutional Architects” banner, reflecting their shared commitment to providing clear, customized, and strategic solutions to corporations, executives, and high-net-worth individuals.

Jacob Bosacki, one of the founders of Institutional Architects, stated, “We share a deep understanding of the challenges corporations face today. By joining forces with Clearpoint Advisors, we’re able to deliver even more comprehensive guidance and robust solutions to our clients.”

Institutional Architects will focus on a variety of corporate needs, including financial asset strategies, tax-managed financial products, and executive benefits design, all while enhancing Clearpoint’s ability to deliver holistic, risk-based capital consulting services.

About Clearpoint Advisors, LLC

Clearpoint Advisors is a holistic consulting practice that offers sophisticated solutions in executive compensation, employee benefits, insurance planning, and wealth management. Utilizing an integrated team of professionals across key financial disciplines, Clearpoint serves corporations, institutions, and high-net-worth clients, with a commitment to delivering clear, actionable strategies tailored to each client’s needs.

For more information, visit clearpointadvisorsllc.com

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