- B.S.B.A., University of Kansas, 1997
Clay joined the firm as an Investment Adviser Representative in 2020. He assists in investment analysis, financial planning, marketing and new business development. He has over 20 years experience in the financial industry, most recently serving in the Capital Markets Group with both UMB Bank and BOK Financial. Earlier in his career Clay served in various roles in the Institutional Fixed Income Division Program with Morgan Stanley Dean Witter of New York.
Additional information about Clay is available on the SEC website at www.adviserinfo.sec.gov.