CoverProfile

Michael Fedeli

Portfolio and Private Client Group Business Development Associate

Clearstead

United States, Ohio, Cleveland

About Me

I serve as Portfolio and Private Client Group Business Development Associate at Clearstead. I strive to provide clarity for our clients' financial needs and implement our best investment strategies. I work with our internal and external partners to achieve business development goals for our team. Our goal is to have a positive impact within our communities and extend our reach to those who can benefit from our services. I am a John Carroll University Alumnus with a Bachelors Degree in Finance and Wealth Management as well as an English minor. I am ambitious, energetic, and creative. I strive to be the most efficient and effective communicator and servant leader. My experiences in include

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Profile Information

Portfolio and Private Client Group Business Development Associate

Clearstead

Investment Team

Investor

Consultant

Cleveland

Ohio

United States

Aug 16, 2024

Work Experience

Clearstead

Portfolio and Private Client Group Business Development Associate
Jun 2022 - Present
Email: mfedeli@clearstead.com

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