“BT Wealth Management Promotes Clay McDaniel to Partner,” Inside Public Accounting

In a recent article published in Inside Public Accounting, BT Wealth Management Director of Research Clay McDaniel was featured for his promotion to partner. McDaniel has served in his role with the firm since 2015 and has more than 13 years of experience with family offices, hedge funds and Registered Investment Advisors. He came to BT Wealth Management from Zurich Alternative Asset Management in New York, where he served as Director, Hedge Funds. “Clay is a differentiator,” BT Wealth Management Managing Partner and Chief Investment Officer Scott Craig was quoted as saying in the article. “Not only has he helped take the firm’s research process to another level, but through his network we find opportunities not typically seen by firms like ours.” For the full article, you may click here.