Mike is a portfolio manager in the Private Client group. Mike’s responsibilities include developing and maintaining investment policy, asset allocation, portfolio monitoring, as well as analytical research.  

Prior to joining Clearstead, Mike spent time as an intern at Wellspring Financial Advisors and C5 Capital. Mike is a member of CFA Society of Cleveland and is pursuing the CFA designation. Mike graduated from John Carroll University with a bachelor’s in Finance and Wealth Management. He also graduated from University School and has served as an Assistant Football Coach for the past five years.