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Prudent Wealth Management LLC

 

    Doug Manz, CFA

Doug was a Senior Vice President, Portfolio Manager and Co-Chair of the Investment Committee at NM Capital Management in Albuquerque where he worked for over 7 years. Prior to NM Capital, he worked for 5 years as a Vice President and Portfolio Manager for Redfern Capital Management. Doug has experience in the areas of securities analysis, portfolio management, financial planning, and business operations. Doug has 28 years of investment experience, a Master's degree in Business Administration and is a CFA® Charterholder. Doug is a member of the CFA Institute and the New Mexico Society of Financial Analysts.

 

    Clayton Bryan, CFA

Clayton has 14 years of experience investing in value stocks. He managed the Large Cap Value fund for the First National Bank of Omaha for two years, where he restored performance to a top quartile ranking among the fund peer group. Prior to working with FNBO, he worked for NM Capital Management as a Securities Analyst. Clayton also worked for four years as an Analyst for Montgomery Asset Management in San Francisco. He has extensive experience in securities analysis and portfolio management. Clayton earned a degree in Finance and is a CFA Charterholder. Clayton is a member of the CFA Institute and the New Mexico Society of Financial Analysts.