Michael J. Moss, CFP®

Senior Managing Director, Corporate Development

Michael J. Moss, CFP®

Mike Moss is the Senior Managing Director of Corporate Development at Clearstead, where he supports firmwide corporate development initiatives from opportunity identification through execution and integration. He has been working in the wealth advisory industry since joining Clearstead in 2005 and has been a shareholder since 2017.

Mike brings expertise in leading the company’s strategic planning process and identifying and resolving key strategic issues. He also manages relationships for private client families. Before joining Clearstead, Mike worked at the corporate headquarters of a publicly traded self-storage company. Throughout Mikes career, he has held a variety of management roles at Clearstead through the years including oversight of Financial Planning, Tax, Portfolio Management, and Marketing functions.

Mike obtained his degrees in Finance, Management Information Systems, and Spanish from Ohio University and holds the Certified Financial Planner (CFP®) designation.