Michael Finelli AIF®, CIMA®

Michael Finelli AIF®, CIMA®

Michael Finelli is a Senior Managing Director at Clearstead, where he supports high net worth individuals, institutions, endowments, and foundations in designing, monitoring, and implementing investment and financial planning strategies. He has been working in the financial services industry since 1997 and joined Clearstead in 2026.

Mike brings expertise in investment management, financial planning, portfolio oversight, and fiduciary advisory services. Before joining Clearstead, he was a Partner at myCIO Wealth Partners, where he also served as Chairperson of the firm’s Investment Committee for nineteen years. Prior to joining myCIO in 2007, Mike was a Manager in PricewaterhouseCoopers’ Personal Financial Services practice and served on the investment group’s Board of Directors. Throughout Mike’s career, he has led investment governance initiatives and advised clients on complex wealth management and institutional investment strategies.

Mike obtained his Bachelor of Science in Finance and his Master of Business Administration with a concentration in Accounting from Saint Joseph’s University’s Haub School of Business. Mike currently serves on the Board of Trustees for the Overbrook School for the Blind and has been published in various publications, including the Philadelphia Business Journal, HR Innovation, and Growing Your Business.