Clayton Feldman Gatewood Wealth Solutions Strategic Project Manager

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. He now works on strategic and scalable operations and coordinates with each department to create, brand, and implement the GWS Process. A large part of that role is to ensure that GWS constantly employs and maximizes 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.