Date: Monday, January 11, 2021
Time: 11:45am - 1:00pm
Speaker: Clay Nickel, CFA
Clay Nickel, CFA
As Director of Investment Strategy, Clay is responsible for the development and oversight of the Investment Management Group (IMG) product line and serves as the asset allocation specialist for both IMG and Trust portfolios.
Clay is the Portfolio Manager for the StrategicTaxable Income Portfolio and the Co-Lead Manager of the IMG Strategic Model Portfolios and Arvest Trust Models.
As an integral member of Arvest Wealth Management’s portfolio management team, Clay oversees critical research on mutual funds, ETFs and outside managers, is a resource for Arvest’s Regional Investment Officers and Client Advisors, and acts as the main spokesperson for the portfolio management team.
Previously, he served as a Fixed Income Portfolio Manager for private and institutional clients of Arvest Wealth Management and as the Lead Manager for the IMG Adaptive Portfolio Strategy. Prior to joining Arvest in 2010, Clay was a portfolio manager for a $4 billion community bank in the Midwest.
Clay is a graduate of Wichita State University. Additionally, he has completed Columbia University’s Academy of Certified Portfolio Management. Clay is also a member of the Chartered Financial Analyst Institute and the Kansas City Society of Chartered Financial Analysts.
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