Brian McClard

Brian McClard, CFA

Chief Investment Officer

Brian McClard serves as the chief investment officer and is a partner of Blue Trust. He is responsible for managing the company’s Investments Strategy Group (ISG) and overseeing the Investment Operations team. As chief investment officer, Brian spearheads developing and modifying 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 on those investments. The Investment Operations team executes daily investment operations and manages relevant operational business partners. Brian joined Blue Trust in 2012. He has over 25 years of experience in investment management and corporate finance. Brian’s background is in investment strategy, security valuation, quantitative research, asset allocation, personal trust portfolio management, 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.