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Michael Moss
Michael Moss
Senior Managing Director, Corporate Development | Clearstead Advisors, LLC
Cleveland, Ohio, United States
Michael Moss
Summary
Michael Moss is a seasoned financial professional with extensive experience in alternative investments and asset management. Currently serving as the Senior Managing Director and Partner at Clearstead, he has a proven track record of driving corporate development activities and managing private client relationships. Michael's leadership has been instrumental in overseeing various departments, including financial planning and compliance, showcasing his ability to integrate acquisitions and lead firm-wide projects. With a strong academic background in finance and management information systems from Ohio University, he has cultivated a robust skill set in financial analysis, modeling, and strategic planning. His commitment to client service and innovative financial strategies sets him apart in the depository banking sector. Michael is also a graduate of the Civic Leadership Institute, reflecting his dedication to community engagement and leadership development. His long tenure at Clearstead highlights his stability and deep understanding of the financial landscape.
Michael Moss
Work Experience
Senior Managing Director, Corporate Development at
Clearstead Advisors, LLC
July 2022 - Present
Senior Managing Director, Partner, Integration and Planning at
Clearstead Advisors, LLC
April 2021 - April 2024
Senior Managing Director, Partner, Head of Client Services at
Clearstead Advisors, LLC
January 2019 - April 2021
Managing Director, Partner at
Clearstead Advisors, LLC
January 2016 - December 2018
Graduate at
Cleveland Leadership Center
January 2017 - January 2017
Director, Financial Planning & Investments at
Clearstead Advisors, LLC
January 2014 - January 2016
Director, Financial Planning at
Clearstead Advisors, LLC
January 2011 - January 2014
Senior Planning Associate at
Clearstead Advisors, LLC
January 2008 - January 2011
Client Planning Associate at
Clearstead Advisors, LLC
July 2005 - January 2008
Michael Moss
Education
Ohio University, Bachelor Of Business Administration (B.B.A.)
January 1998 - January 2003
Frequently Asked Questions about Michael Moss
What is Michael Moss email address?
Michael Moss's primary email address is *****@clearstead.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Michael Moss work for?
Michael Moss is a Senior Managing Director, Corporate Development at Clearstead Advisors, LLC, a company specializing in Functions related to depository banking.
Where Michael Moss graduated from?
Michael Moss holds a degree in Finance, Management Information Systems from Ohio University.
How can I directly contact Michael Moss?
To contact Michael Moss directly, you can use the email address *****@clearstead.com. Complete contact information is available upon registration with Muraena.
Who is Michael Moss?
Michael Moss is a seasoned financial professional with extensive experience in alternative investments and asset management. Currently serving as the Senior Managing Director and Partner at Clearstead, he has a proven track record of driving corporate development activities and managing private client relationships. Michael's leadership has been instrumental in overseeing various departments, including financial planning and compliance, showcasing his ability to integrate acquisitions and lead firm-wide projects. With a strong academic background in finance and management information systems from Ohio University, he has cultivated a robust skill set in financial analysis, modeling, and strategic planning. His commitment to client service and innovative financial strategies sets him apart in the depository banking sector. Michael is also a graduate of the Civic Leadership Institute, reflecting his dedication to community engagement and leadership development. His long tenure at Clearstead highlights his stability and deep understanding of the financial landscape.
Michael`s contact details
*****@clearstead.com
Colleagues
Senior Managing Director, Research
RIA Advisory Board Member
Strategic Advisor
Senior Managing Director, Institutional Consulting
Managing Director
Chief Compliance Officer - Clearstead Advisors, LLC (formerly Hartland & Co., LLC)
Senior Managing Director and Shareholder
Senior Managing Director / Partner
Sr. Managing Director and Shareholder
Senior Managing Director and Shareholder