Heath Clevenger is a Portfolio Analyst at CORE Wealth Advisors, where he supports the firm’s investment operations through trade execution, portfolio maintenance, and investment analysis. He plays a key role in ensuring portfolios remain aligned with strategy while contributing to the efficiency and precision of CORE’s overall investment process. 

In his role, Heath is responsible for executing trades, managing cash movements, and maintaining accurate account records. He also supports the development and refinement of model portfolios and enhances reporting through performance analysis, attribution, and investment research, leveraging advanced technology to improve insights and outcomes. 

Heath earned his undergraduate degree from Samford University and is completing his MBA in Finance at Florida Southern College. He is currently pursuing the Chartered Alternative Investment Analyst (CAIA) designation. 

Outside of the office, Heath enjoys golfing, fishing, and is an avid chess player.