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Grant Clary profile image

Grant Clary

Registered Portfolio Associate at William Blair
Intro Book
Results-driven project manager and leader with expertise in finance, data analysis, and team management.
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Location
Tulsa, Oklahoma, United States, US
Skills
  • Microsoft Office
  • Microsoft Excel
  • Communication Skills
  • Leadership
  • Motivation
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Bio

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Grant Clary is a seasoned professional with 10+ years of experience in finance, leadership, and project management. He has worked with top companies like William Blair, WPX Energy, and Capital Advisors, managing high net worth client portfolios, leading teams, and analyzing complex data. Grant holds a Bachelor's Degree in Economics from DePauw University.

Experience

  • William Blair
    • Registered Portfolio Associate
      • Jul 2016 - Aug 2018

      • Manage high net worth client investment portfolios worth $300MM+• Prepare all prospective client pitches by analyzing current investment portfolios and developing proposed portfolios with attention to tax efficiency and risk.• Communicate with both clients and prospects on a daily basis to ensure the highest level of client service• Responsible for all client trading, portfolio modeling, tax reporting, and market research• Assisted in closing $50MM in new business with increases over 10% in AUM each year

    • Operations Analyst
      • Oct 2014 - Jul 2016

      • Recruited 8 advisors in Chicago, Atlanta and Boston with $2 billion in AUM to William Blair• Helped successfully lead William Blair’s $20 billion onboarding of National Financial Services making William Blair multi-custodial• Trained 80+ Financial Advisors on new Tamarac technology to better client facing reporting• Led client account onboarding group; improved efficiency in account opening processes for timely and accurate client service while maintaining compliance with regulatory rules

  • WPX Energy
    • Tulsa, Oklahoma Area
    • Business Process Intern
      • May 2013 - Aug 2013
      • Tulsa, Oklahoma Area

      •Assisted Senior Analysts with re-labeling project to improve record management•Improved financial planning and forecasting process by back testing of Aries to ensure accurate basin financials•Analyzed asset data to help senior management make informed decisions about land management process•Completed ad hoc tasks as requested with enthusiasm and in a timely manner

  • J & G Steel Corporation
    • Tulsa, Oklahoma Area
    • Operations Analyst
      • May 2012 - Aug 2012
      • Tulsa, Oklahoma Area

      Summers 2011 & 2012 • Responsible for executing purchase orders for senior management• Assisted accounting department with reconciliation of corporate purchasing cards• Gained valuable insight into business operations by working on the factory floor• Maintained excellent track record of timeliness and safety

  • Capital Advisors
    • Tulsa, Oklahoma Area
    • Investment Management Intern
      • May 2010 - Jun 2010
      • Tulsa, Oklahoma Area

      • Analyzed and reported historical foreign exchange rates for 100+ countries• Analyzed and reported key market metrics of large cap, investment grade companies• Shadowed financial advisors and studied basics of financial planning

Education

  • 2011 - 2014
    DePauw University
    Bachelor's Degree, Economics

Suggested Services

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Industry Focus. “Financial Services”

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