David S.W. McClary, the Manager and general partner of Willowbrook Fund, L.P., is owner and principal of Willowbrook Capital Management, LLC, a Delaware limited liability company.
Mr. McClary is a 27-year veteran of the financial securities industry. Two years following graduation from Vanderbilt University in 1979 with a Bachelor of Arts business degree, he joined the firm of Merrill Lynch & Co. in Chattanooga, Tennessee. He obtained the National Association of Securities Dealers Series 7 and 63 registrations in the summer of 1982 and began his 20 year career as a private client registered representative.
In September of 1983, Mr. McClary joined Oppenheimer & Co., Inc. in New York City, where he advanced to the position of Senior Vice President and Limited Partner within the firm. At Oppenheimer, Mr. McClary worked with an international client base which included private institutions, corporations, family offices, and high net worth individuals.
Motivated by family lifestyle considerations, he left Oppenheimer in 1990 and joined Paine Webber in Nashville, Tennessee, as a Senior Vice President. In May of 1994, Mr. McClary was recruited to join Equitable Securities Corp. in Nashville, where he was a First Vice President and shareholder through August 2000. Following the acquisition of Equitable Securities by Suntrust Banks, Mr. McClary accepted an offer to be one of two financial executives in the inaugural launch of the Lehman Brothers, Inc. office in Nashville.
Mr. McClary transitioned from the sell side of the financial services industry to the buy side in November 2002, when he joined ETG, LLC, a New York-based proprietary trading firm, establishing a Franklin, Tennessee office. Mr. McClary remained with the firm during its acquisition by Schonfeld Securities, and simultaneous with Schonfeld’s decision in early 2006 to consolidate its proprietary operations, Mr. McClary elected to launch his own venture, Willowbrook Fund, L.P.
Founded in August 2006, and based in Franklin, Tennessee, Willowbrook Capital Management, LLC is an emerging investment management firm. The firm serves as portfolio manager and general partner to Willowbrook Fund, L.P., an equity long/short hedge fund employing an opportunistic style. David S.W. McClary founded the firm with the goal of implementing a controlled process to the philosophy of concentrated, opportunistic investing.
