Michael Moss

Senior Managing Director, Partner, Integration And Planning at 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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Timeline

  • Senior Managing Director, Partner, Integration And Planning

    April, 2021 - present

  • Senior Managing Director Partner Head Of Client Services

    January, 2019

  • Managing Director Partner

    2016

  • Director Financial Planning Investments

    2014

  • Director Financial Planning

    2011

  • Senior Planning Associate

    2008

  • Client Planning Associate

    July, 2005