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Our Difference

At Kraematon Investment Advisors, Inc., we believe sound financial advice starts with trust. As an SEC-registered, fee-based fiduciary, we are legally and ethically obligated to act in your best interest—always. That means no commissions, no product pushes—just clear, objective advice tailored to your goals.

Our Team

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Gregory T. Clinton

President & CEO

Involved in the investment industry since 1993, Greg is responsible for the strategic and tactical investment asset allocation policies for Kraematon Investment Advisors. He serves as the portfolio manager for all institutional and individual clients.  Prior to joining Kraematon Investment Advisors in 2002, Greg was an Analyst at Fidelity Investments for nine years.  He started his career as a Pricing Analyst for the United Technologies Corporation. Greg was a member of the Financial Advisors program for the NFL Players Association.  He serves on numerous steering committees to reshape technology for registered investment advisors.  Greg is also an active member of the Boston Security Analysts Society.

 

Greg has a passionate interest in organizing fund raising events to benefit the Boston Children's Hospital and works as an active member of the finance committee for his local church.

 

Education

•Master Personal Financial Planner Certificate from the McCallum Graduate School of Business at Bentley College-1999

•Master of Science degree in Financial Management from the Dolen School of Business at Fairfield University 1992

•Bachelor of Science in Finance, Bentley College 1989

 

Professional Designations

•Chartered Financial Analyst (CFA) - 2002

Professional Male

Patrick M. Clark, MBA

Operations Manager & Research Analyst

Patrick has been involved in the investment advisory space since 2020 and currently serves as the Operations Manager and Research Analyst at Kraematon Investment Advisors. He is responsible for leading new client onboarding, including rollover transitions and account setups, and supports client review meetings by preparing personalized retirement plans and portfolio performance analyses.

Patrick also contributes to the firm’s investment research process by screening mutual funds, ETFs, and equities to align with Kraematon’s model portfolios.

 

Before joining Kraematon full-time, Patrick held internships with the firm in 2020 and 2021, where he built experience in client service and investment analysis. He also brings a background in sales and coaching, having worked in business development and led youth soccer training programs throughout Massachusetts.

Patrick earned both his Bachelor of Arts in Economics and his Master of Business Administration from Clark University, where he was a four-year member of the varsity men’s soccer team.

Outside of work, Patrick remains active in mentoring young athletes and enjoys following developments in behavioral finance and investment strategy.

Our values

This is the space to introduce visitors to the business or brand. Briefly explain who's behind it, what it does and what makes it unique. Share its core values and what this site has to offer. 

Experience

Principles have more that 68 years of combined investment experience
 

Knowledge

Principles giving advice hold  the Chartered Financial Analyst (CFA) 
 

Trust

Each of our staff is trained according to the highest standards and principles and committed to high ethics and integrity.
 

Customer Service

Care is given to provide personal attention to each investor and to ensure complete understanding of your investment goals. We conduct periodic portfolio reviews and maintain ongoing communication to keep each client informed and involved.
 

Business Continuity Planning

Kraematon Investment Advisors, Inc.
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