Clay is the Chief Investment Officer of Private Markets at Waverly Advisors. He works closely with the Wealth Advisors on asset allocation and portfolio construction. Clay has been with Waverly Advisors since BT Wealth Management merged with our firm in July 2022.
Clay has 15+ years of experience investing globally across all asset classes and has a strong background in private and alternative investments using hedge funds, private equity, managed futures, private REITs, among others. He has performed full investment and operational due diligence on funds across a wide variety of sizes and strategies. Most recently, he worked as Director and Senior Research Analyst for Zurich Alternative Asset Management, a wholly-owned subsidiary of Zurich Insurance Company. Additionally, he has built a broad sourcing network that encompasses asset managers, banks, brokers, and family offices, among others.
Clay is a Chartered Financial Analyst (CFA) and holds a Masters in Economics and BBA in Finance from the Gatton School of Business & Economics at the University of Kentucky. Clay has two children and enjoys writing and playing music.