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Brendan May

Brendan May

Director, CPM Analyst Team at Clark Capital Management Group, Inc.

Philadelphia, PA , United States

About

Brendan May is Director of the CPM Analyst Team at Clark Capital Management Group, Inc., based in Philadelphia, PA. In this role, he oversees a team dedicated to client portfolio management analysis, focusing on supporting the firm’s investment strategies and advisor relationships. His responsibilities include supervising portfolio analytics, delivering market insights, and enhancing the client service experience for institutional and high net worth investors specifically across multi-asset strategies and custom portfolio solutions.

Brendan brings over a decade of experience at Clark Capital, previously serving in sales and client relationship positions that deepened his expertise in asset allocation and the investment needs of advisory clients. Earlier in his career, he held roles such as Retail Marketing Manager at Nationwide Funds Group and gained additional sales experience at Gartmore Global Investments. Across his career, he has demonstrated a strong ability in building cross-functional teams and implementing strategies that support the firm’s growth within the asset management industry, particularly in equities and fixed income portfolios.

He holds degrees from Rutgers University, George Mason University, and Holy Ghost Prep, providing a robust educational background for his ongoing work in portfolio analytics, investment strategy, and client service. Brendan is also active in the community, having served as Director of Coaching and former Director of Soccer for the Chestnut Hill Youth Sports Club, reflecting a commitment to leadership and development both professionally and personally.

Career History

OrganizationRoleDate RangeDetails
Clark Capital Management GroupDirector, CPM Analyst TeamMar 2016 to Present
Clark Capital Management GroupSalesMay 2008 to Mar 2016
Chestnut Hill Youth Sports ClubDirector of Coaching and Former Board Member (2021) and Former Director of Soccer (2017)Jan 2010 to Present
Chestnut Hill Youth Sports Club is devoted to providing team sports for the children of Northwest Philadelphia and the surrounding area. The soccer program serves approximately 1000 children in both I...
Nationwide Funds GroupRetail Marketing ManagerJun 2006 to May 2008
Gartmore Global InvestmentsSalesJan 2000 to Jun 2006
GartmoreSalesJan 2000 to Jun 2006

Education

Rutgers University

1992 1995

George Mason University

1991 1992

Holy Ghost Prep

1987 1991

Skills & Expertise

Alternative Investments
Social Media
Public Speaking
Sales
Investments
Finance
Asset Allocation
Investment Advisory
Financial Services
Asset Managment
Wealth Management
Mutual Funds
Investment Strategies
Marketing
Asset Management
Microsoft Excel
Credit
Customer Service
Management
Series 7
Investment Management

Others at Clark Capital Management Group, Inc. (18)

NameRoleLocation
Anthony Soslow
Anthony Soslow
Senior Portfolio ManagerPhiladelphia, PA , United States
D
David Rights
EVP, Director of ResearchFort Washington, PA , United States
John Archbold
John Archbold
PMPhiladelphia, PA , United States
Marek Hlinka
Marek Hlinka
Associate Portfolio ManagerPhiladelphia, PA , United States
M
Mason Wev
Senior Portfolio ManagerPhiladelphia, PA , United States
Oliver Chambers
Oliver Chambers
Head of Fixed Income SMA, Senior Portfolio ManagerPhiladelphia, PA , United States
Richard Moss
Richard Moss
SR. Vice PresidentPalm Beach, FL , United States
Shehryar Amir
Shehryar Amir
Equity AnalystPhiladelphia, PA , United States
T
Thomas Duffy
Client Portfolio ManagerPrinceton, NJ , United States
William Lien
William Lien
Senior Portfolio AnalystPhiladelphia, PA , United States
Showing 1-10 of 18 team members

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