Cliff Hodge, CFA

Since starting my investment career in 2008 at Vanguard, I’ve combined a passion for the markets with a data-driven approach to macroeconomic analysis and portfolio construction. My experience spans roles as an Investment Analyst for GNI Capital, a long-short hedge fund, and Portfolio Manager at FinTrust Capital Partners. At Cornerstone Wealth, I serve as Chief Investment Officer, where I oversee investment due diligence, lead our investment committee, and drive our firm’s asset allocation research, security analysis, and portfolio construction strategies.

Beyond my professional work, I’m actively involved in the CFA Society, serving on the board of the SC CFA Society and as a member of the NC CFA Society. Giving back to my community is equally important to me – I serve on the boards of UofSC’s Veteran’s Day 5K and St. Pat’s in Five Points, and I proudly support both Clemson University and University of South Carolina Alumni Associations.

At home, my wife, Lindsey, and I stay busy with our three children, Finn, Jack, and Addy Rose, as well as our beloved dogs. Outside of work, I enjoy mountain biking, traveling, watching football, and spending quality time with family. Whether crafting investment strategies or exploring the outdoors, I’m driven by a commitment to excellence and making a difference.