George Clark

George Clark

Gründer bei
Venturi Wealth Management LLC
Consumer Services
Finance

Profil

Mr. George L.
Clark, CFA, is a Co-Founder & Director of Investments at Venturi Wealth Management LLC.
He served as Venturi's Chief Investment Officer from the firm's inception through 2022.
Mr. Clark applies his extensive institutional capital markets experience to developing tailored investment strategies for clients.
He is skilled in investment evaluation and selection, portfolio design, risk assessment, and macro strategy.
He works in concert with the team to ensure that a client’s investment profile aligns with his or her wealth management initiatives.
Prior to Venturi, Mr. Clark spent 18 years managing large institutional relationships for Merrill Lynch in Texas and the Southeastern United States.
He focused on investment strategy and equities allocations for institutions between $2 -$100 billion.
Mr. Clark also spent four years at the Texas Permanent School Fund, where he was an Equities Trader & Sector Analyst for the $29 billion endowment.
He holds a B.B.A. in Finance from the University of Texas at Austin.
He is a Chartered Financial Analyst® (CFA) charterholder.

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Gründer 01.08.2015

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