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 the 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.

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

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

Wisdom For Wealth. For Life.® Newsletter Fall 2024

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

Wisdom For Wealth. For Life.® Newsletter Fall 2024

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Trust and investment management accounts and services offered by 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. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
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