SYNTAL TEAM

INSIGHT. EXPERTISE. EXPERIENCE.

CHAD CLARY, CIMA®

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.

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robert

ROBERT J. CARLYON

Chief Operating Officer & Chief Compliance Officer

Robert Carlyon is the COO and Chief Compliance Officer for Syntal Capital Partners. He works closely with the team’s advisors and associates to enact detailed processes to optimize the client experience at Syntal. As a veteran leader in wealth management, Robert applies in-depth knowledge and expertise to support the team’s fiduciary standard, partnering with advisors to respond effectively to client needs. He also oversees Syntal’s compliance, operations, and technology initiatives.  A keen proponent of organizational development, Robert enjoys helping team members build upon their collective talents to generate enhanced outcomes for clients.

Robert has extensive experience in wealth management, business management, and leadership development. He began his career in 1990 as a Financial Advisor with Merrill Lynch in Colorado Springs. He held advisory and management roles for more than two decades at Merrill Lynch, serving as an Administrative Manager and Resident Director for markets in the Western and Southern United States before joining Syntal in 2013. Robert attended Pikes Peak Community College in Colorado Springs, where he studied mine safety and industrial safety.

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Syntal is engaged, or continue to be engages, to provide investment advisory services.