Clay Cochran is a Managing Director and Shareholder for Pathstone based in the New York City office. He acts as a strategic investment advisor with a specific focus on financial sponsor partners. In this role, Clay is responsible for asset allocation, tactical security selection, and portfolio construction in addition to day-to-day portfolio management duties for his client base. 

Previously, Clay held senior positions at SVB Private and J.P. Morgan Asset Management. Clay provides clients with customized and integrated wealth management solutions, including holistic balance sheet advisement, investment strategy development and implementation, concentrated position management, and wealth preservation and transfer planning.

Clay earned a bachelor’s degree in finance from DePaul University. He is a CFA® charterholder.

A Chartered Financial Analyst (CFA®) is a professional designation given to investment professionals who have successfully completed the requirements set by the globally recognized CFA Institute. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis