Michael Fedeli
Portfolio and Private Client Group Business Development Associate at Clearstead
Based in Cleveland, United States
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Seniority
Staff
Department
Sales & Business Development
Location
Cleveland
Industry
Financial Services
Company size
173
Contact information
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m•••••••@clearstead.com
Phone
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Background
About Michael Fedeli
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 include construction, coaching, hospitality, Venture Capital and Wealth Management. In addition, I enjoy doing my own personal equity research and investing. I also serve on the Board of Directors for the Northern Ohio Italian American Foundation. I am constantly looking for opportunities to grow my knowledge and gain experience in investing, finance, and wealth management. I am a CFA Charter holder.
Decision-makers
Other people at Clearstead
- GADirector
Greg Althans
Vice Chairman, Head of Wealth Strategy · Finance & Accounting
- SVDirector
Sydney van Scoy
Senior Portfolio Manager · Finance & Accounting
- MVDirector
Maria V. Salova
Director, Marketing & Brand · Advertising & Marketing
- LRStaff
Luke Roggenburk
Client Planning Associate · General Business & Management
- AADirector
Andres Arsuaga
Managing Director · General Business & Management
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