Clayton has spent his working career in financial services, initially as an Equity Sales Trader for Morgan Stanley and J.P. Morgan in Hong Kong, and most recently as an Equity Adviser at Ord Minnett.
Clayton has practiced as a licensed Financial Adviser since 2012. In 2017 he created P.A.C. Capital, where he is Managing Director and Head of Investments. In addition to the day-to-day management of the business, Clayton heads up the Investment Committee which meets monthly to review investment decisions and portfolio allocations.
Clayton specialises in macro global asset allocations and is responsible for reviewing P.A.C. Capital’s specific positions and for fund manager and stock-specific analysis.
Clayton holds a Bachelor of Agricultural Economics from the University of Sydney, Superannuation Accreditation from the Stockbrokers Association of Australia and a Diploma in Stockbroking from Deakin Prime.
We are delighted to have someone of Marc’s calibre and experience on the team. Prior to joining P.A.C. Capital, Marc spent 11 years at Colonial First State in New York and Sydney where he was Senior Portfolio Manager and leader of the Americas Property Securities team. Before that Marc was a Senior Investment Analyst at UBS Global Asset Management in New York. Marc also held a number of senior roles at UBS prior to this, based both in London and Chicago.
Marc has a Masters of Philosophy (MPhil) in Finance from the University of Cambridge (UK) and a Bachelor of Economics and Mathematics from Yale University.
Zac brings a fresh perspective to the wealth management industry – he is passionate about his clients and focused on building optimum portfolios through research and analysis of macro-economic trends and asset classes. He is responsible for monitoring client portfolios to ensure risk and return characteristics are in line with client mandates.
Zac holds a Bachelor of Commerce (Liberal Studies) majoring in Finance and Philosophy from the University of Sydney.