About Us

A company founded by innovative physicists and engineers. Reality tested by seasoned Wall Street traders.

Clear Capital's Approach: Rigor. The Scientific Method.

Clear Capital Management was formed out of the belief that money management could be made better through the application of the scientific method to investment data. As a result, our founders have backgrounds in Engineering, Physics, Financial Services, Trading, Certified Financial Planner – CFP® and Money Management.

A History of Innovations

Just like software updates, your investments improve over time.

Over the past sixteen years, our investment technologies have been continuously improving.

2004 – Investment method research begins
2008 – Market risk technology research begins
2006 – Fundamental analysis of investment universe leads to initial investment pool creation
2007 – Natural Selection™ technology is proven to work
2011 – Visualize My Portfolio technology developed
2013 – Passive non-linear investment method developed
2014 – Market risk technology morphs into a more effective Adaptive Intelligence
2018 – Natural Selection improvements are implemented
2020 – Sector Aware™ is created to provide additional investment options and better market insights
2021 – Pool creation methods are being researched to create better pools for stock selection

Looking Ahead

Clear Capital clients benefit from our continued research and investment technology upgrades, so just like software upgrades for your phone, computer, or electric vehicle, your portfolios will benefit from the latest investment technology upgrades.

A History of Innovations

Just like software updates, your investments improve over time. Clear Capital has a history of technology innovation—over the past sixteen years, our investment technologies have been continuously improving:

2004 – Investment method research begins
2006 – Fundamental analysis of investment universe leads to initial investment pool creation
2007 – Natural Selection technology is proven to work
2008 – Market risk technology research begins
2011 – Visualize My Portfolio technology developed
2013 – Passive non-linear investment method developed
2014 – Market risk technology morphs into a more effective Adaptive Intelligence
2018 – Natural Selection improvements are implemented
2020 – Sector Aware is created to provide additional investment options and better market insights
2021 – Pool creation methods are being researched to create better pools for stock selection
2022 – Robust equity and bond risk metrics and methods created and implemented using Sector Aware technologies
2023 – Work begins to evaluate the role of Artificial Intelligence (AI) on the selection and risk management of investments

Looking Ahead

Clear Capital clients benefit from our continued research and investment technology upgrades, so just like software upgrades for your phone, computer, or electric vehicle, your portfolios will benefit from our latest investment technology upgrades.

Our People

Jeff Wesnofske

Chief Operating Officer

For the past 26 years Jeff Wesnofske has been involved with the investment world. After receiving his MBA from Boston College, he was hired as an economic statistician by an investment research firm. He later went on to become a successful propriety trader for the Bank of New York. While there he developed a breadth of product knowledge specializing in fixed income and derivatives and a sophisticated understanding of financial product relationships and risk management. Recently, his latest role included running the trading area for an RIA.  In that role Jeff developed a trading platform customized to needs of the RIA and was involved trade execution, allocation and policy decisions.

Among other areas of expertise: substantial capital markets experience working for leading financial institutions.  Jeff also has gained experience on the sell side as a Financial Advisor working for a major retail broker and execution and trading of various U.S. and foreign financial derivatives (including German DAX, Bund and major FX currencies for a hedge fund).

Tom Aichele, CFP

Chief Strategy Officer

Tom Aichele is the primary business development and relationship management officer at Clear Capital Management (CCM).Mr. Aichele joined CCM from The Swarthmore Group were he was integral to the development of the group’s wealth management business while also serving as the relationship manager for its existing institutional clients. Prior to that, Mr. Aichele served in many capacities at PNC Bank including as a corporate lender, wealth management relationship strategist and an integration coordinator following PNC’s acquisition of National City Bank.A veteran of the United States Navy, Mr. Aichele was a Surface Warfare Officer aboard the guided missile cruiser, USS Monterey during Operation Enduring Freedom.

A graduate of Cornell and the Smeal College of Business at Penn State, he currently resides in Berwyn with his wife and three sons.

Calvin Rose

Chief Investment Officer

Calvin Rose brings a unique combination of financial planning, fundamental financial analysis, mathematical modeling, and portfolio design expertise to Clear Capital Management. While at Merrill Lynch, Calvin improved upon his 29 years of portfolio construction by applying financial planning principles to the rigor of his financial models. This enabled him to create portfolio designs better suited to unique high net worth investor needs.

Calvin worked with custody, fund administration, fund accounting, and transfer agency banks such as Bank of New York, State Street, and Brown Brothers Harriman for the Merrill Lynch IQ Advisors fund of funds. Earlier in his career Calvin worked with firms such as Smith Barney, Dillon Reed, Salomon Brothers, Merrill Lynch, and others to recompile and move their modeling code from the Cray supercomputer platform to less expensive Sun workstations with vectorizing compilers and attached high-speed vector processors.

Calvin has a Master’s of Science degree in Physics with an emphasis on empirical modeling of complex systems. His early work focused on the acoustic measurement and modeling of Steinway pianos for CBS, Inc. and highly innovative audio designs for Bose Corporation to produce a superior sound and musical experience.

Calvin is the Treasurer of the Philadelphia Securities Association

Eric Rosenfeld

Chief Technology Officer

For the past 20 years, Eric has focused his efforts on using mathematical techniques to select top performing stocks, measure market risk and manage portfolio dynamics. As the advocate for mathematical rigor and the scientific method in Clear Capital's Investment Strategy development process, Eric has been instrumental in the development of modeling and simulation tools for evaluating and doing due diligence on different investment strategies. Eric has also developed new strategies to measure market risk that are the foundation of Clear Capital's Market Risk Indicator.

Eric has a BS and an MS in Electrical Engineering from MIT and his studies provided a wide background in mathematical and analytic techniques. Before co-founding Clear Capital Management, he used algorithms and metrics to design the Interval 4.0 software package at Bose Corporation, which allowed engineers to quantify and evaluate acoustic performance, helping to make Bose a worldwide leader in audio technology; and developed state-of-the-art Digital Signal Processing techniques for testing integrated circuits. He holds multiple patents.