Michael Fedeli
Portfolio and Business Development Associate at Clearstead
- Role
- Portfolio and Private Client Group Business Development Associate at Clearstead
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
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.
Experience
Portfolio and Private Client Group Business Development Associate
Jan 2024 — Present · Cleveland, OH, US
Education
John Carroll University
Bachelor of Business Administration - BBA, Finance and Financial Management Services
2018
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