Michael J. Moss, CFP®

Michael J. Moss, CFP®

Mike has been working in the wealth advisory industry since joining Clearstead in 2005. In his role as Senior Managing Director, Corporate Development, Mike drives and delivers firmwide Corporate Development activity, which spans from initial identification of an opportunity through execution, including management of the integration process. Additionally, he leads the company’s strategic planning process and identifying and resolving key strategic issues. Mike has served as a Certified Financial Planner since 2010 and managers client relationships for private client families. Mike has held a variety of management roles at Clearstead through the years including oversight of Financial Planning, Tax, Portfolio Management, and Marketing functions.

Mike holds degrees in Finance, Management Information Systems, and Spanish from Ohio University. Prior to joining Clearstead, Mike worked at the corporate headquarters of a publicly traded self-storage company.