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Formerly with RR Donnelley – Director of Business Development, Mr. Colbath brings an extensive resume with over 25 years in the securities and investment management field. As a trader, wealth adviser and founder of two business ventures, he has developed skills in sales, marketing, management, and business development.
Over his career Clay has worked with leading institutions such as Paine Webber, AG Edwards, and Northwestern. In addition, Clay’s experience with successful start-up companies includes: Intellimed, a Software and Data management company for major Hospitals, BNL Capital, and The Caregiving Family Office, a Complimentary Family Office specializing the needs of multiple generations in wealth management, care giving and legacy management. Mr. Colbath has held Series 7,63,65 Licenses. He is a graduate of Colgate University and Boston College Graduate School of Management, and has served as an officer in Rotary, and the Colgate Club of Fairfield County.
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