Senior Vice President / Private Wealth Advisor
Chad Clary is a Senior Vice President / Private Wealth Advisor at Americana Partners. Prior to joining Americana Partners, Chad was a Managing Director and Co-Founder of Syntal Capital Partners where he led the investment committee, designing customized portfolios to help clients deploy, preserve, and grow their wealth effectively. He combines in-depth knowledge of the oil & gas industry with capital markets expertise, helping clients pursue their objectives in a thoughtful manner, mindful of risk, tax and wealth-transfer considerations. Chad enjoys developing long-term relationships with clients and their family members, demonstrating his deep-seated interest in their lives and well-being.
Chad has served as a financial advisor to high-net-worth families and institutional investors since 1998 when he began his career at Prudential Securities. Prior to co-founding Syntal Capital Partners, he was a Private Wealth Advisor and Senior Vice President – Investments within the Private Banking & Investment Group (PBIG) at Merrill Lynch. In 2004, Chad attended the Wharton School of Business at the University of Pennsylvania, where he obtained the Certified Investment Manager Analysts (CIMA ©) designation from the Investment Manager Consultants Association (IMCA).
A native Texan, Chad has a residence in Midland, TX, and Monument, CO, and is married with four children. In his free time, he enjoys different hobbies including hunting, fishing, martial arts, and working out.