< Back To Search Results

CALL : 770-280-6000
EMAIL BRIAN
SEND TO A FRIEND

Brian McClard, CFA®

Director, Investment Strategy Group
Atlanta, GA

Brian McClard serves as Director of Ronald Blue Trust’s Investment Strategy Group (ISG). This group operates out of the firm’s corporate office in Atlanta, Georgia.

Brian and his team develop and implement investment strategies for the company that seek to increase the probability of successfully meeting clients’ financial planning goals. The ISG is responsible for constructing model portfolios, selecting investment instruments, and performing ongoing due diligence of those investments.

Brian joined Ronald Blue & Co. (the predecessor company to Ronald Blue Trust) in 2012, bringing over 14 years of experience in investment management and corporate finance. Brian’s background is in security valuation, quantitative research, and asset allocation.

Prior to joining the company, Brian served as Chief Investment Strategist for Voisard Asset Management Group, an investment and wealth management firm in Grand Rapids, Michigan. He also served at Fifth Third Bank as a portfolio manager.

Brian earned a dual B.S. degree in Finance and Accounting from the University of South Florida and an MBA focusing on international management from the Thunderbird School of Global Management. Brian holds the Chartered Financial Analyst® designation and is a member of the CFA Institute.

Brian and his wife, Pamela, live in Alpharetta, Georgia with their four children.

Top

Copyright 2018 RonaldBlueTrust