General Investing >> Money Manager Interviews >> May 15, 2025

Fund Uses Tactical Shifts to Protect Against Market Drawdowns

Thompson, Brad
Brad Thompson, CFA, is the Director of Multi-Asset Class Solutions and a Portfolio Manager at CS McKee. Prior to joining CS McKee, Mr. Thompson was Chief Investment Officer for Stadion Money Management, LLC, an institutional money management firm. He was a Portfolio Manager and officer for Stadion and its predecessor, serving in a supervisory role for portfolio management operations since 2006, and also served as head of the Investment Committee and provided oversight to the Best Execution Committee. Before joining Stadion, Mr. Thompson spent eight years serving as the Chief Investment Officer for Global Capital Advisors, LLC, a hedge fund management firm and SBIC adviser. Mr. Thompson holds the Chartered Financial Analyst designation and has a BBA in Finance from the University of Georgia – Terry College of Business. He is a member of the CFA Institute and the Bermuda Society of Financial Analysts, and holds the Chartered Retirement Plan Specialist Designation. Profile
Wilkin, Clayton
Clayton Wilkin, CFA, is a Portfolio Manager, Multi-Asset, at CS McKee. Prior to joining CS McKee in 2021, he worked nine years at Stadion Money Management, LLC. Mr. Wilkin began his career as a portfolio management analyst before becoming a portfolio manager in 2019. He was the portfolio manager on three mutual funds, which totaled about $700 million, before the three mutual funds were acquired by North Square Investments, LLC in 2021. Mr. Wilkin holds the Chartered Financial Analyst designation and graduated from the University of Georgia – Terry College of Business with a BBA in Finance. He also holds the FINRA Series 65 license designation Profile
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TWST: Let’s start with an introduction of sorts to CS McKee — your overall business, portfolios, and investment approach — before we get into a specific