Kaad now oversees the firm’s information technology strategy and processes.
TOPEKA, Kansas—January 11, 2022—Clayton Wealth Partners has a new Director of Trading and Technology with the promotion of J.D. Kaad, CIMA®.
Kaad formerly served as Portfolio Analyst for the Registered Investment Advisor in Topeka and Lawrence, Kansas.
As Director of Trading and Technology, Kaad oversees all aspects of the investment team’s regular trading and the firm’s entire information technology strategy and processes. His promotion is effective January 1, 2022.
Managing Partner Clint Patty said Kaad’s promotion enables the wealth management firm to meet its client service goals and stay current with technology.
“One of our goals is to provide clients with the very best technology for financial planning and managing portfolios. J.D.’s years of expertise and experience will allow us to keep pace with that ever-changing technology. We are pleased to have him filling this important role.”
Kaad said he was excited about his expanded responsibilities.
“I look forward to the responsibility of directing the overall information technology strategy for Clayton Wealth Partners, in addition to making sure our trading systems and processes are seamless and efficient for both team members and clients,” he said.
Kaad joined Clayton Wealth Partners in 2009. He holds the Certified Investment Management Analyst® (CIMA®) designation and is a member of the Investments and Wealth Institute. He has master’s and bachelor’s degrees in business administration from Washburn University.
About Clayton Wealth Partners
Clayton Wealth Partners is one of the oldest fee-only financial planning and investment management firms in northeast Kansas. With offices in Topeka and Lawrence, it provides fiduciary advice to help individuals and families manage their wealth throughout all stages of life, as well as to institutions such as endowments, foundations, and for-profit organizations. Visit the firm’s website at claytonwealthpartners.com.
Investment Management Consultants Association® (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.