Dave Clayman
Biography
Dave Clayman is the Co-Founder and CEO of Twelve Points Wealth Management, a firm he co-founded in 2014. With a distinguished career in financial services beginning in 1997 at Paine Webber (now UBS) and later Morgan Stanley, Dave is a highly experienced wealth advisor. He specializes in advising business owners on critical areas such as capital raising, optimizing retirement plans, and strategic exit planning. Dave's professional credentials include Certified Exit Planning Advisor (CEPA), Chartered Private Wealth Advisor (CPWA), Accredited Investment Fiduciary (AIF), Certified 401(k) Professional (C(k)P), and Chartered Market Technician (CMT). He has been recognized with the Five Star Wealth Manager award for five consecutive years. Dave holds a B.S. in Global Financial Analysis from the University of Massachusetts, Amherst.
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