BT Wealth Management Admits McDaniel as Partner

Clay McDaniel

Clay McDaniel

BT Wealth Management, an affiliate of Bennett Thrasher (FY17 net revenue of $47.3 million) of Atlanta, admitted Clay McDaniel as partner. McDaniel has served as the director of research since 2015 and has more than 13 years of experience with family offices, hedge funds and registered investment advisors.

“Clay is a differentiator,” says MP and chief investment officer Scott Craig. “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.”

McDaniel is a member of the firm’s six-person investment committee and has a strong background in private and alternative investments and has performed full investment and operational due diligence on funds across a wide variety of sizes and strategies. His role also includes risk modeling, communications, consulting and working with specific clients to construct and tailor portfolios to meet their needs.

“I am grateful for this promotion and am excited to continue the partnership with Scott that we forged nearly 30 months ago,” says McDaniel. “We are still in the early stages of what is possible for a firm like ours. We have a deeply experienced and talented team, intensely focused on helping each individual client achieve financial success. It is very satisfying to play a role in that success, to build a portfolio that helps meet his or her financial goals.”