CLEAR ROCK ADVISORS - Key Persons
Aaron is a Portfolio Manager at Clear Rock Advisors. His responsibilities include trading in accounts, researching and analyzing investment products and macro-economic trends, and providing operational assistance. He started at the company as an intern in the spring of 2020. As an intern, he assisted in portfolio rebalancing and investment product due diligence. Prior to this role, he interned at BOK Financial as a Wealth Management Summer Intern, Waddell and Reed as a Broker Dealer Intern, and Twin Financial as a Marketing Coordinator Intern. He also served as an Equity Research Analyst at Texas Christian University's Educational Investment Fund.In May of 2020, Aaron graduated with a Finance and Accounting degree from TCU's Neeley School of Business.
Chuck provides strategic leadership and directs client strategy. Prior to founding Clear Rock Advisors, he served as Director of Private Client Services for Matterhorn Capital. Prior, he served as Director of Fixed Income at South Texas Money Management, and as Vice Chairman of the Board, Chief Executive Officer & Chief Investment Officer of Maxim Bank prior to the bank's acquisition by Amegy Bank. Chuck is a 2013 recipient of the University of Houston - Clear Lake Distinguished Alumni Award.
Chuck earned an MBA from the University of Houston-Clear Lake and a BBA in finance from Texas State University.
Corey serves as Managing Director at Clear Rock Advisors, providing financial planning and investment management services. Prior to joining Clear Rock Advisors, he served as Director of Wealth Management at Polaris Wealth Advisory Group. Prior to that, he served as Lead Advisor at Raub Brock Capital Management. He also served previously as an Account Executive at Fidelity Investments and as a Senior Associate at Bernstein Private Wealth Management.
Corey received his BBA from the McCombs School of Business at the University of Texas at Austin.
Royce serves as Managing Director and Senior Wealth Strategist at Clear Rock Advisors, providing financial planning and investment management services. Prior to joining Clear Rock Advisors, he served as Secretary, Treasurer and Director for Massey, Itschner & Company, P.C. Prior to that, he served at Arthur Andersen, followed by employment in an affluent family business.
He received his MBA from Texas A&I University and a BBA in Finance and Accounting. He holds the designations of Certified Public Accountant (CPA), Investment Advisor Representative (IAR) and CERTIFIED FINANCIAL PLANNER™.
Royce provides investment strategy and communication, global asset allocation, manager due diligence and portfolio construction. Prior to founding Clear Rock Advisors, he served as Director of Capital Advisory Group at Lazard Asset Management. He also previously served as Partner and Director of Portfolio Management of Smith Group Asset Management, President of Belmont Wealth Management, and Senior Portfolio Manager of US Trust.
Royce received an MBA from Texas Christian University and a BS in International Trade from Texas Tech University.
Sage serves as the Associate at Clear Rock Advisors. Her responsibilities include company marketing and communications, client management, and operational support to the rest of the team. She started at the company in the summer of 2023, making her the newest addition to the team. Sage has communications experience in multiple industries including agriculture, real estate, and higher education.
Sage received her M.A. in Communications in 2023 from Angelo State University, where she was named Outstanding Graduate Student. She received her B.S. in Agricultural Communications from Texas Tech University's College of Agricultural Sciences and Natural Resources.
Tamra provides diverse account management, executive and operational support to company partners and wealth management advisors. Prior to joining Clear Rock Advisors, she served at Massey, Itschner & Company, P.C., assisting directly with the operational aspect of the Financial Planning Division, managing operational, compliance and back-office functions. Prior to that, she served as a Sales Associate at RBC Wealth Management and previously served as Senior Mortgage Lending Assistant at First Security Bank in New Mexico.
Tamra has participated in multiple continuing professional education training courses and attended New Mexico State University.
Ty provides strategic leadership and operational management. Prior to founding Clear Rock Advisors, he served as Director of Institutional Services for Matterhorn Capital, served as the Director of Wealth Management Services for Covenant Multifamily Offices, Partner and Director of Sales & Marketing for Smith Group Asset Management and Evermore Global Advisors. He also previously served as Regional Director for Envestnet Asset Management and Lockwood Financial Services.
Ty received his MBA from Texas State University and undergraduate degree from Ohio State University.