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Tony Micheli

Senior Managing Tax Director - Private Client Wealth Management at Clearstead

Tony Micheli, CPA has extensive work experience in tax, financial, consulting, and wealth management services. Tony currently serves as the Senior Managing Tax Director in Clearstead since February 2015, providing comprehensive services for high-income and high net worth individuals and families. Prior to that, they worked as a Tax Director at Cohen & Company from January 2011 to January 2015. From an earlier stage in their career, Tony served as a Tax Partner at The Lipson Group from 1994 to 2010.

Tony Micheli, CPA, obtained a Bachelor of Science in Business Administration (BSBA) with a focus on Accounting and Finance from John Carroll University from 1985 to 1989. Tony has also earned the CPA certification, although specific details such as the institution and year of obtaining the certification were not provided.

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Timeline

  • Senior Managing Tax Director - Private Client Wealth Management

    February, 2015 - present