Mike McLelland, CFA, CAIA
Director, Alternative Investments
Mike joined Clearstead in February 2021 in the Research Department and became a shareholder of the firm in 2024. As a Director of Alternative Investments, Mike is responsible for sourcing, evaluating, and monitoring alternative strategies, including hedge funds, real assets, private equity, and private credit. He conducts manager reviews, analyzes fund statistics, and forms investment recommendations that are integral parts of the due diligence process.
Prior to joining Clearstead, Mike was an investment advisor with PNC Institutional Asset Management. Mike earned a B.S.B.A degree in Finance from The Ohio State University. Mike is CFA Charterholder and an active member of the CFA Society of Cleveland.
YOUR FUTURE IN FOCUS
At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.
Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.
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Suite 700 | Cleveland, Ohio 44114