Michael Metz in

Michael Metz

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COO / CFO at MarshBerry
📍 Cleveland, Ohio, United States

Michael Metz is the Chief Operating Officer and Chief Financial Officer at MarshBerry, where he oversees financial and operational management. A former CPA, he earned both his BSBA in Accounting and his MBA from John Carroll University. His career includes serving as CFO at Lexi-Comp and as a Tax Accountant at Arthur Andersen.

Originally from Mentor, Ohio, Michael is based in the Cleveland area. He demonstrates a strong commitment to community engagement and personal development outside of his extensive professional responsibilities in the financial services industry.

He played an integral role as CFO of Lexi-Comp through its successful acquisition by Wolters Kluwer Health in 2011.

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Experience
25 Years
Current Role
COO / CFO
Job Level
Leadership
Location
Cleveland, Ohio, United States
Personality Overview

How Michael shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Michael cares about

Investment Banking
As a leader at MarshBerry, he is deeply involved with services like M&A advisory and capital raising for the insurance and wealth management industries.
Operational Efficiency
His dual COO/CFO role centers on optimizing financial outcomes and streamlining operational processes to drive organizational growth and profitability.
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Career

Work history

5-2014
COO / CFO
MarshBerry
2002 - 5-2014
CFO / VP Finance
Lexi-Comp | sold to Wolters Kluwer Health May 2011
2000 - 2002
Tax Accountant
Arthur Andersen
In the press

Media appearances

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Education
2000 - 2001
MBA
John Carroll University
1996 - 2000
BSBA
John Carroll University
Education details unavailable
Mentor High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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