Brian McClard, CFA®
Director of Investments, Partner
Alpharetta, GA
Brian McClard serves as director of Investments and is a partner of Ronald Blue Trust. He is responsible for managing the company’s Investments Strategy Group (ISG) and overseeing the Investment Operations team.
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. The Investment Operations team executes daily investment operations and manages relevant operational business partners.
Brian joined Ronald Blue Trust in 2012. He has over two decades of experience in investment management and corporate finance. Brian’s background is in security valuation, quantitative research, asset allocation, and Six Sigma process improvement.
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 BS 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® (CFA®) designation and is a member of the CFA Institute. He is also a member of the Atlanta Society of Finance and Investment Professionals, and serves on the BlackRock RIA Advisory Council, the Fidelity Services Steering Committee, the iCapital Advisory Council, and the Fidelity Bank Trust Advisor Council.
Brian and his wife, Pamela, live in Alpharetta, Georgia with their four children.
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We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.