Clay McDaniel

Clay McDaniel, CFA, is an accomplished investment professional with a diversified skill set across asset classes. With a robust background in economic analysis, Clay excels in identifying skilled managers and sourcing high-quality investment opportunities. His strategic approach as a long-term thinker is underpinned by a unique blend of quantitative prowess, qualitative insight, and a vast network of enduring relationships within the investment sector.

Having pursued his education at the University of Kentucky, Clay holds a Master's degree in Economics, completed coursework and comprehensive exams for a Ph.D. in Finance, and a Bachelor's degree in Finance. This academic foundation has equipped him with a solid understanding of economic principles and financial dynamics.

Throughout his career, Clay has held pivotal roles in esteemed organizations. Currently serving as a Partner and Chief Investment Officer at BT Wealth Management, LLC, he leads strategic investment decisions and oversees a comprehensive portfolio. Previously, he has lent his expertise as the Director of Hedge Funds at Zurich Alternative Asset Management, Senior Research Analyst of Hedge Funds at Erste Group Bank AG, Senior Research Analyst of Hedge Funds at WR Capital Management, and Research Analyst at a Single Family Office.

Clay McDaniel's professional journey is marked by a commitment to excellence in investment management, a knack for cultivating industry relationships, and a deep-rooted passion for driving financial success. His multifaceted experience and unwavering dedication make him a sought-after authority in the investment realm.