Meet Clay Feldman.
I’m a wealth management operations leader, CFA charterholder, husband, father, and Denver resident.
About my work.
I am an operations leader with more than eight years of experience in wealth management. I specialize in systematizing operations, integrating technology, and building data ecosystems to solve ambiguous business problems.
My experience spans client advisory, operations, technology, data, and executive leadership inside an RIA. That includes enterprise data systems, integrated technology stacks, AI-enabled workflows, and CRM migrations.
As a CFA charterholder, I pair technical fluency with financial and fiduciary context. I am especially interested in how data and AI can improve the way businesses operate and the experiences they create for clients and teams.
While I’m not working.
I am probably skiing, golfing, or playing soccer—and convincing myself that “I still got it.”
I grew up in Kansas City, but Denver is home now, where I get to spend time with my wife, Mia, our son, Brooks, and our dog, Louie.