Tony joined the Clearstead Private Client Group in 2015. He has over 25 years of experience serving high net worth clients.  Tony oversees the Tax Department in our Private Client Group.  This team handles all individual, trust, and business tax planning and compliance services for our private clients.  He directly manages client relationships and plays an integral role in new client business development. 

Tony received a Bachelor of Science degree from John Carroll University with a major in accounting.    Prior to joining Clearstead, he worked at two regional Cleveland public accounting firms and a local family office practice.  Tony is a member of the Ohio Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the Tax Club of Cleveland and has presented before The Cleveland Bar Association.  He also serves on the finance committee for Beaumont High School and St. Elizabeth Ann Seton Church.