Mike is a Portfolio and Business Development Associate in the Private Client group. Mike’s responsibilities include communicating Clearstead service offerings to potential clients, construction of prospective client deliverables, organization of internal and external firm business development efforts, and identifying strategic relationships in the community. Mike also serves as a Portfolio Manager where he develops and maintains investment policy, asset allocation, as well as conducts 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 also serves as an Associate Board Member of the Northern Ohio Italian American Foundation. 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 six years.