Clearnomics is an easy-to-use software platform that arms wealth advisors with market and economic insights that help clients stay invested. Our technology empowers investment teams to deliver valuable insights quickly and easily, saving significant time and resources and boosting client engagement.
In wealth management, information is critical. Clearnomics provide easy to understand, visual charts that helps us as investment advisors when communicating with clients. Having up-to-date charts at our fingertips enables us to easily put together customized presentations that address specific client concerns. This mitigates the emotional challenges that can cause investors to make irrational decisions.
Clearnomics has helped me expand my capabilities as an advisor. With their intuitive platform, clear and concise market updates, and personalized suite of deliverables, I now feel current, confident and better equipped to truly assist my clients in their journey towards financial independence.
We use Clearnomics on a daily basis at our firm. We use the insights not just to update our employees on the state of the world and global markets, but also as a tool to easily illustrate to clients what’s happening in the global economy and in their investment accounts. The customization that the platform provides is incomparable to any other technology. It’s become a staple at our company.
James has devoted his career to providing market and economic insights to financial advisors and institutional investors. Having worked with thousands of advisors across the country, he has a deep understanding of the challenges they face in helping clients position for long-term trends.
James is also passionate about the role of technology in financial services. He has designed and built several data-driven, digital capital markets research technologies over the course of his career.
Previously, he was a Global Market Strategist with JPMorgan where he helped to develop the Guide to the Markets. Prior to this, James was a Partner at Copia Capital, a hedge fund in Chicago. He appears regularly on CNBC and in the financial press.
In his spare time, James enjoys all activities involving food. He lives with his wife, kids and golden retriever in New York City.
James is a CFA charterholder. He earned an MBA with honors from the University of Chicago Booth School of Business and holds a BA from the University of California, Berkeley.
John is passionate about identifying industry pain-points and solving complex problems with elegant digital solutions. He works with multi-disciplinary teams and leads Agile software development workflows to deliver powerful and intuitive technology platforms.
Before joining Clearnomics, he was the Director of Product at Assess+RE where he managed the product pipeline for their real estate valuation software. Prior to this, John worked in design and fabrication at ZGF Architects.
In his spare time, John enjoys visiting new places and eating delicious food with his wife and bernedoodle.
John earned an MS and M.Arch from the Columbia University Graduate School of Architecture, Planning and Preservation and holds a BA from the University of California, Berkeley.