Clay McDaniel


Clay is a Partner and the Director of Research at BT Wealth Management and is responsible for leading the research efforts for the firm. He is a member of the Investment Committee and works closely with the CIO and Wealth Advisors on asset allocation and portfolio construction.

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.