Managing Director and Co-Founder
Chad Clary is a Managing Director and Co-Founder of Syntal Capital Partners. Chad leads Syntal’s investment committee, designing customized portfolios to help clients deploy, preserve, and grow their wealth effectively. He combines in-depth knowledge of the oil & gas industry with capital markets expertise, helping clients pursue their objectives in a thoughtful manner, mindful of risk, tax, and wealth-transfer considerations. Chad enjoys developing long-term relationships with clients and their family members, demonstrating his deep-seated interest in their lives and well-being.
Chad has served as a financial advisor to wealthy families and institutional investors since 1998. Prior to forming Syntal Capital Partners, he was a Private Wealth Advisor and Senior Vice President – Investments within the Private Banking & Investment Group (PBIG) at Merrill Lynch. Chad began his career with Prudential Securities. In 2004, he attended the Wharton School of Business at the University of Pennsylvania, where he obtained the Certified Investment Manager Analyst (CIMA®) designation from the Investment Manager Consultants Associate (IMCA).
A native Texan, Chad has a residence in Midland, TX, and Monument, CO. He is married and has four children. In his free time, he enjoys different hobbies including hunting, fishing, martial arts, and working out.