Head of Institutional Consulting, Senior Managing Director
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 Executive 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.
Find Your Clarity
We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114