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Mike McLelland, CFA

Analyst, Research

Mike joined Clearstead in February 2021 as an Analyst within the Research Department. Mike is responsible for 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.

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We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.

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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