Michael P. Shebak III

Executive Managing Director and Head of Institutional Consulting

Mike began his career in the investment advisory industry in 1999, joined Clearstead in 2006, and became a shareholder in 2010.  Mike leverages his many years of institutional investment consulting experience to serve as Clearstead’s Head of Institutional Consulting.  In this role, he sets the direction and management of the firm’s institutional consulting practice and OCIO business (PRISM).  As a member of the Leadership Committee, Mike leads efforts to deliver innovative solutions to clients, grow our practice, and mentor our talented professionals.  Proudly, Mike also continues to directly manage some of the firm’s most complex institutional clients.

Mike obtained his MBA from the Fisher College of Business at The Ohio State University, and his BA from Wittenberg University.  Prior to joining Clearstead, Mike led the investment advisory product management and investment operations functions for two large regional banks.  Mike currently serves on the Board of the Community Foundation of Lorain County as Chair of the Foundation’s Investment Committee, and on the Board of the Cleveland Chapter of Fellowship of Christian Athletes. 

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Blog Series – Complex Uncertainty, Simple Clarity: Hierarchy of Needs for an Investment Strategy

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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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