Henry joined Clearview Advisory in 2018 as an investment analyst. He focuses on investment performance, architecture, and analytics, in order to support clients and meet their unique needs. Additionally, as an account manager, he’s able to create strong relationships with clients and vendors. Henry is eager to assist clients with their retirement savings needs and goals.
Prior to joining the Clearview team full time, Henry was a reporting analyst summer intern in 2017.
Henry graduated from the University of Georgia with a Bachelors degree in Consumer Economics. He is currently pursuing his Series 65 securities license, with plans to become a CFA Institute charter holder.