Cliff joined BT Wealth Management in 2015 from Excelsia Investment Advisors, a firm he founded in 2003. He is responsible for managing client portfolios, participates in the asset allocation and investment decisions and assists clients in achieving their investment goals. Cliff is a Partner of the firm and a member of the BT Wealth Board and Investment Committee.
Cliff brings thirty-four years of investment experience to the firm and clients alike. Prior to BT Wealth, Cliff began his career with Dean Witter in 1981 and moved his financial practice to The Robinson Humphrey Co., Inc. in 1987. Smith Barney acquired Robinson-Humphrey and Cliff left Smith Barney in 2003 to establish Excelsia, an independent investment advisory firm.
Cliff received his Bachelor of Science in Business Administration in 1981 from the University of North Carolina Chapel-Hill. Cliff obtained the Certified Investment Management Analyst (CIMA®) designation from the Wharton School at the University of Pennsylvania in 1999.
Cliff and his family have lived in Savannah for the past 30 years. He has served as a member of the Savannah Music Festival Board, the St. Peters Episcopal Church Vestry, and The Landing’s Club Board.