Clayton D. Feldman

Strategic Project Manager

 

314.924.5106

 

clayton.feldman@gatewoodwealth.com

EDUCATION

Saint Louis University – Financial Analysis (Summa Cum Laude)

PROFESSIONAL

Clay began his career with Gatewood Wealth Solutions in client services, moving to strategic operations. He coordinates with the COO and CPO to create, brand, and implement the GWS process and Touch Plan. Using his strategic and scalable operation techniques, he ensures that GWS constantly has the premier technology that the industry is offering. 

 

Clay also develops the data mapping with the GWS Process, configures the firm's software and hardware, coaches and trains the team on technology, maintains the LPL business continuity plan, and maintains familiarity with industry trends. 

 

Clay has his Series 7 and Series 63 licenses held with LPL Financial. He is also a Chartered Financial Analyst (CFA) Level ll candidate. 

PERSONAL

Clay grew up in Kansas City, MO, in a family of seven. He moved to St. Louis to attend Saint Louis University in 2015, graduating in 2019 with his Financial Analysis degree. Clay enjoys traveling the world and skiing in his free time.

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