Clayton (Clay) Cochran is a managing director and private wealth advisor for SVB Private in New York. He is an expert in investment selection and portfolio construction and, in his role, is responsible for strategic asset allocation, tactical security selection, and balance sheet and portfolio construction, as well as day-to-day portfolio management duties for his clients. Diving deep into his clients’ needs and future expectations, Clay develops and executes personalized endowment models for specific client, family and entity balance sheets built upon projected cash flow, liquidity coverage ratios, asset risk tolerance and capital market pricing. Clay is passionate about delivering a more refined and quantitative method of wealth management by applying an endowment model approach to wealth management; this offers clients with balance sheets approaching and exceeding $50 to $100 million with the benefit of strategic perspectives of both a CIO and CFO. In an environment that can be emotional for clients, Clay provides sound, analytical and objective advice that helps to remove stress from intense decisions. He joined SVB Private in 2022.
Before joining SVB Private, Clay was the director of portfolio management at a multi-family office where he led overall strategic asset allocation investment strategy, private investment due diligence and portfolio management for more than $2 billion dollars of assets under management. While there, his work and thought leadership led to assets under management (AUM) and investment line revenue resulting in an increase of $1.45 billion and 700% growth in revenue. Earlier in his career, Clay was a vice president, client portfolio manager for the global equities team at J.P. Morgan Asset Management, serving as the lead investment strategist to advise institutions, endowments and foundations on equity risk and portfolio construction.
Clay earned a bachelor’s degree in finance from DePaul University. He is a CFA® charterholder and holds a FINRA Series 65 license.
Clay lives in Brooklyn, New York, with his wife and their three children.
The person named is an investment adviser representative of SVB Wealth LLC (an SEC registered investment adviser). adviserinfo.sec.gov
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