Clearstead
Michael Moss has worked for Clearstead since 2005, starting as a Client Planning Associate and progressing to various roles including Senior Managing Director, Partner. In their most recent role, they oversee multiple departments, manages private client relationships, and leads firm-wide projects. Prior to Clearstead, Michael also worked as a Graduate for the Cleveland Leadership Center for a brief period in 2017.
Michael Moss earned a Bachelor of Business Administration (B.B.A.) degree with a focus on Finance and Management Information Systems from Ohio University. Michael completed their studies in this program from 1998 to 2003. Additionally, they have obtained a certification as a Certified Financial Planner, although the institution and exact date of obtaining this certification are not provided.
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Clearstead
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Clearstead is an institutional investment consulting and private wealth management firm. Clearstead's former name brand is Hartland, which was established in 1989 by namesake founder Thomas Hartland.
Employees
51-200