Clayton Cochran

Clayton Cochran, CFA has an extensive work experience in the finance industry. Clayton is currently a Managing Director at The Cynosure Group since May 2023. Prior to this, they worked as a Managing Director at SVB Private from June 2022 to April 2023. Before that, Clayton was the Director of Portfolio Management at AJ Wealth from January 2020 to June 2022 and was a Portfolio Manager at the same company from November 2015 to January 2020. Clayton also served as a Vice President: Client Portfolio Manager on the Global Equities Team at J.P. Morgan Asset Management from May 2013 to October 2015. Clayton started their career at J.P. Morgan Asset Management as an Associate on the Institutional Advisor Team from September 2010 to May 2013. Clayton also gained experience at The Mosaic Financial Group, where they worked as a Senior Analyst in the Private Wealth Management Division from June 2009 to September 2010 and as a Junior Analyst from September 2008 to June 2009. Throughout their career, Clayton has demonstrated expertise in portfolio management, client service, sales support, relationship building, and portfolio analysis.

Clayton Cochran, CFA, obtained their Bachelor's degree in Science - Finance from the College of Commerce in 2008. Clayton also earned a Bachelor of Science degree in Finance from DePaul University in the same year. As an additional certification, Clayton achieved the Chartered Financial Analyst designation from the CFA Institute. The specific month and year of obtaining this certification were not provided.