Tony Micheli
Senior Managing Tax Director - Private Client Wealth Management @Clearstead
Cleveland, OH, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Feb 2015 — Present
Senior Managing Tax Director - Private Client Wealth Management @Clearstead
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Cleveland/Akron, OH, US
Comprehensive tax, financial, consulting, and wealth management services for high income, high net worth individuals and families, estate and gift planning, family wealth services, personal, corporate, non-profit, and institutional investment advisory services. Contact me at t•••••••@clearstead.com, phone 21••••••90 X219 or cell 21••••••07.
EDUCATION
1985 — 1989
John Carroll University
BSBA
SKILLS
ManagementWealth ManagementTax AdvisoryCharitable Gift PlanningGaapCpaWealth Management ServicesFinancial AnalysisTax AccountingFinancial AdvisoryTrustsCollege Funding StrategiesFinancial AccountingCorporate TaxTax PreparationFinanceTaxFinancial PlannersRetirement PlanningIncome TaxAccountingTax ReturnsFinancial ReportingTax PlanningStrategic PlanningAmended Return Refund AnalysisHigh Net Worth IndividualsEstate Planning
ABOUT TONY MICHELI
Clearstead is an institutional and private wealth management firm. We are relentless in…
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