Clay Simon

Senior Associate, Platform Operations

Clay joined Dynasty on the Operations team where he supports in managing the investment platform, and tracking of operational key performance indicators. Prior to joining Dynasty, he began his career at T. Rowe Price managing all aspects of client accounts and training new team members. Then, transitioning to Raymond James where he was responsible for trading within Managed Accounts. Clay graduated from the University of South Florida with a degree in Finance and minoring in Entrepreneurship. In his free time, Clay enjoys training martial arts and scuba diving.
financial advisor in gray suit with blue shirt