Connie Mack

Directeur Général chez Clarity Financial LLC

Profil

Mr. Connie Mack, Jr., is a President & Founder at Clarity Financial LLC.
In November 2009, he founded RIA Advisors in Houston.
In the past six years, Mr. Mack has built RIA Advisors from a one-person office to one of the fastest growing investment boutique firms in the greater Houston area.
Now more than $600 million of assets under management, RIA Advisors now has seven financial professionals who serve a wide range of families, individuals and businesses for a broad scope of financial services, from asset management to retirement planning to 401K programs for businesses to Social Security optimization.
In his role as Founder, he is responsible for the overall management and execution of RIA Advisors investment strategies and investment committee.
He also serves as RIA Advisors Chief Operations Officer and Chief Compliance Officer.
Mr. Mack works directly with his clients as their financial advisor.
He began his career in the financial services industry as a Financial Consultant with Charles Schwab in 2000 in Houston, where he was responsible for developing new accounts and assisting existing account holders with various services.
In 2002, he was promoted to Vice President-Client Consultant with Schwab, where he oversaw more than $250 million in accounts for high-net-worth clients.
Mr. Mack graduated from Fordham University in New York with a bachelor’s of science degree in Finance and Marketing.
He holds certifications as an Accredited Investment Fiduciary, Certified Financial Planner, Accredited Asset Manager, Retirement Specialist and Group One Insurance.

Postes actifs de Connie Mack

Sociétés	Poste	Début
Clarity Financial LLC	Directeur Général	01/11/2009

Formation de Connie Mack

Fordham University

Undergraduate Degree