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Anthony G. Micheli, CPA

Senior Managing Director, Private Client Group

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.

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We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.

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Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

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