Management Team

Clay Hogan, CFA
Portfolio Manager

Over 13 years of experience in the financial services business.

CFA Charterholder - The CFA designation is considered the gold standard of the investment management field and signifies in-depth knowledge of the investment industry. Obtaining qualification for the CFA designation requires completing a self-study program and passing three six-hour exams over several years. The CFA charterholder must also agree to abide by a strict code of ethics and standards of conduct.

MBA from the University of Memphis

Bachelors of Science in Business Administration from the University of Tennessee