Brian McClard

Brian McClard is the director of investments. He is responsible for managing the company’s Investments Strategy Group (ISG) and overseeing the Investment Operations team. Brian and his team develop and implement investment strategies for the company that seek to increase the probability of successfully meeting clients’ financial planning goals. The ISG is responsible for constructing model portfolios, selecting investment instruments, and performing ongoing due diligence of those investments. The Investment Operations team executes daily investment operations and manages relevant operational business partners.

Prior to joining the company, Brian served as a chief investment strategist for Voisard Asset Management Group, an investment and wealth management firm. He also served at Fifth Third Bank as a portfolio manager. Brian earned a dual BS degree in finance and accounting from the University of South Florida and an MBA focusing on international management from the Thunderbird School of Global Management. Brian holds the Charted Financial Analyst® (CFA®) designation and is a member of the CFA Institute, the Atlanta Society of Finance and Investment Professionals, and serves on the BlackRock RIA Advisory Council.