Directory

>

Michael Moss

avatar

Michael Moss

Senior Managing Director, Corporate Development | Clearstead Advisors, LLC

Cleveland, Ohio, United States

View contact details (it's free)

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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

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

company logo

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

Logos provided by Logo.dev

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

mail

*****@clearstead.com

Colleagues

avatar
Thomas Seay

Senior Managing Director, Research

avatar
Aneet Deshpande Cfa

RIA Advisory Board Member

avatar
Bill Hall

Strategic Advisor

avatar
Grant Guyuron Cfa

Senior Managing Director, Institutional Consulting

avatar
Greg Lonczak Cfp

Managing Director

avatar
Steven Wolken

Chief Compliance Officer - Clearstead Advisors, LLC (formerly Hartland & Co., LLC)

Ted Robbins Cpa Cfp

Senior Managing Director and Shareholder

avatar
Michael Dearden

Senior Managing Director / Partner

Satricia Rice

Sr. Managing Director and Shareholder

avatar
Satricia Rice

Senior Managing Director and Shareholder

View Contact details (it's free)
Request Profile Removal