Mike Cleary is a Partner/Financial Advisor with Private Client Wealth Advisors, LLC. As a seasoned investment and financial services professional with over 30 years of diverse global investment experience, he provides long term financial planning, wealth management, asset preservation, tax planning, as well insurance strategies to his clients. He provides a professional level of service and advice with the understanding that each client’s personal situation and business needs are unique, and therefore require customized solutions. Mike strives to leverage his diverse background for the benefit of his clients, while also bringing a unique perspective to the business. His knowledge and experience in the Alternative Investment and Private Equity markets can provide additional insight and resources to his clients. He has served on numerous Investment Committees, held multiple board seats in private companies, served on many partnership advisory committees and has been a speaker at many investment industry conferences and seminars. Mike possesses a unique perspective and understanding of corporate, public, and private retirement plans, as well as advisory, growth, continuity, succession and liquidity options for businesses and their corresponding owners and individuals. Prior to joining Private Client Wealth Advisors Mike was an Independent Investment Advisor representative with Larimer Capital Inc. and Cetera Advisors. Prior to this Mike had a diversified and multi-faceted career holding many senior investment and financial management, sales, marketing, client relations roles and responsibilities including Director of Investor Relations & Marketing with Tullis Health Investors; Managing Director with CrossBay Capital/Equus Financial Consultants; Managing Director in the Private Funds Group of JP Morgan/Bear Stearns Asset Management; Executive Director and General Partner with BNY/Mellon-West LB Asset Management; Managing Director at Thomas Capital Group, Director of Global Private Equity with Russell Investment Group; Private Equity Officer at the Virginia Retirement System (VRS); Assistant VP of Finance at Wheat, First Securities, Inc., and Senior Fund Accountant at the Dreyfus Corp.
Mike received his B.B.A in Accounting from James Madison University in Virginia. He is also a licensed CPA, holds his FINRA series 7 and 66 securities licenses, as well as his Life, Health and Annuities Insurance license. Mike is a member of the American Institute of Public Accountants (AIPCA), the Virginia Society of Certified Public Accountants (VASCPA), the Financial Executives Networking Association (FENG), and is also one of the founding members of the Institutional Limited Partners Association (ILPA).
Mike enjoys spending time with his wife Chris and his family, playing his guitar and relaxing at the Outer Banks of North Carolina when possible. His entire family follows all sports enthusiastically with a particularly fanatical focus on baseball. All three of his sons played baseball through their high school careers, two of whom went on to play at the collegiate level, and one was drafted into the MLB.