Clara Davis

Clara Davis brings a strong foundation in finance and communication to her role at Matter. With four years of experience in the finance industry, she has developed a passion for educating families about the importance of investing early to secure long-term financial health. Clara’s academic background includes a BS in psychology from Sewanee and an MS in communication from Northwestern University, equipping her with the tools to guide clients effectively and foster clear, impactful communication.

Clara’s professional journey includes client-facing roles at Janus Henderson and Charles Schwab, where she supported clients in setting up accounts, placing advanced options trades, and understanding tax preparation strategies. Her enthusiasm for sharing knowledge has been a constant, and she takes pride in helping families learn new ways to manage their investments and prepare for their financial futures. Her personal interest in investing and trading enhances her ability to connect with Matter families of all generations, as she brings both expertise and genuine enthusiasm to her work.

Clara finds work/life balance through her active lifestyle and personal connections. A yoga teacher on weekends, she fosters mindfulness and well-being, a philosophy she also applies to her interactions with Matter families. A seasoned runner, Clara has completed a marathon and three half-marathons. She values time spent with family and friends and cherishes her strong inner circle as a source of inspiration and support.