Clay is a Senior Financial Counselor at The Colony Group, having brought over 30 years of experience in securities and investment advisory services from CapGroup Advisors in 2015. He has earned the Certified Investment Management Analyst® and Certified Private Wealth Advisor® professional designations from the Investment Management Consultants Association.
Previously serving as Managing Director of CapGroup Advisors, Clay was responsible for formulating client investment strategies and directing due diligence for domestic and foreign equity managers. Prior to joining CapGroup in 1991, he served for nine years as a senior officer and principal trader for Wheat First Securities.
Clay is a graduate of the Robins School of Business at the University of Richmond and is an active member of the University’s Spider Club.