Michael J. Moss, CFP®

Senior Managing Director and Head of Client Services

Mike has been working in the wealth advisory industry since joining Clearstead in 2005.  He has served as a Certified Financial Planner (CFP) for nearly a decade, receiving his designation in 2010. Mike oversees several departments that produce and deliver services and reports to clients. These departments are collectively referred to as “Client Services” and include Portfolio Management, Financial Planning, Tax Planning & Compliance, Family Office Administration, and Performance Reporting & Operations. Mike’s other responsibilities include Chair of our Fee Committee as well as directly managing client relationships for a number of private client families and individuals. In 2018, Mike led the execution of our rebrand from Hartland to Clearstead.

Mike holds degrees in Finance, Management Information Systems, and Spanish from Ohio University. Prior to joining Clearstead, Mike worked at the corporate headquarters of a publicly traded self-storage company.

Find Your Clarity

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.

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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1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090

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