Clear Capital Management LP

Eric Rosenfeld is a financial advisor at Clear Capital Management LP in Gloucester, VA, holding a Series 65 designation with six years of industry experience. He has been with Clear Capital Management since 2014. Clear Capital Management provides discretionary portfolio management and financial planning primarily for individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a proprietary quantitative framework to manage portfolios with a combination of passive and active strategies, supported by geographically diverse operations and ongoing process improvements.

Jeffrey Wesnofske is a financial advisor at Clear Capital Management LP with 13 years of industry experience. He holds the Series 65 and Series 66 designations and has been with Clear Capital since 2014. Clear Capital Management LP provides discretionary portfolio management and financial planning primarily for individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a proprietary quantitative framework to manage portfolios with a combination of passive and active investment strategies and maintains operational features aimed at business continuity and ongoing process improvement.

Thomas Aichele is a CFP® certified financial advisor with over three years of industry experience, currently serving at Clear Capital Management LP. His prior work includes roles at Ginkgo Bioworks Holdings, Inc, The Swarthmore Group, and PNC Bank. He is a non-paid member of the Bond Club of Philadelphia, a nonprofit organization focused on fixed income education and networking among investment professionals. Clear Capital Management LP provides discretionary portfolio management and financial planning services primarily for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a proprietary quantitative framework to manage portfolios with a combination of passive and active strategies, tailored to different account types and utilizing selective investment tools.

Adrian Hovey is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Clear Capital Management LP, where he has worked since 2025, following six years at Edward Jones. Outside of his advisory role, Hovey provides thesis guidance to MBA students at Cornell University and Queen’s University and serves as a registered agent and advisor for a retail company specializing in glove manufacturing. Clear Capital Management LP offers discretionary portfolio management and financial planning services primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a proprietary quantitative framework to manage portfolios with a combination of passive and active strategies tailored to client needs.

Calvin Rose is a Series 65-licensed advisor with Clear Capital Management LP, where he has worked since 2020. He has five years of industry experience and previously spent ten years at Dechert LLP. Rose is a non-paid member of the Philadelphia Bond Club. Clear Capital Management LP provides discretionary portfolio management and financial planning primarily for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a proprietary quantitative framework to manage portfolios with a combination of passive and active strategies, supported by geographically diverse operations and ongoing process improvements.