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 welcome George to the team. George has uniquely combined working within funds management and academia during the past decade. Prior to joining P.A.C. Capital, George spent 3 years working within the industry as an investment analyst at Mathews Capital Partners and AMP Capital. Since 2011, George has also held various teaching, academic, and professional roles at the University of Sydney within the Business School. Further, George has researched a range of superannuation topics throughout both his honours and PhD dissertations.
George has a Doctor of Philosophy (PhD) in Finance and a Bachelor of Commerce (Hons) from the University of Sydney. George is also a CFA charter holder.
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.