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Profil
Mr. Dennis P.
Clark is a Managing Director at CCM Partners LP.
Prior to joining CCM Partners in 2011, Mr. Clark was previously Co-Founder and President at Advisor Partners LLC.
He was responsible for the implementation of Advisor Partners' business objectives.
Before co-founding Advisor Partners in 2001, Mr. Clark served as Senior Vice President for AdvisorTech Corporation, an international firm providing technology based solutions to financial intermediaries in Asia and Europe.
Prior to his tenure there, he was a long-time veteran of the Charles Schwab Corporation from 1989 until 2000.
He held various sales and sales management roles and was a key contributor in the phenomenal success of Schwab's Services for Investment Managers from 1989 to 1996.
During this period, assets directed to Schwab by independent registered investment advisors grew from less than $1 billion to over $150 billion.
He began his career as a retail broker for Dean Witter in 1985.
Mr. Clark received his B.S.
in Finance from the University of Oregon.
Anciens postes connus de Dennis Patrick Clark
| Sociétés | Poste | Fin |
|---|---|---|
Advisor Partners LLC
 Advisor Partners LLC Investment ManagersFinance Advisor Partners applies a research-driven, systematic approach to creating equity portfolios. The firm uses a combination of qualitative and quantitative statistical analysis to build client-specific portfolios that track specific benchmarks. In managing individual accounts, they utilize a quantitative portfolio construction methodology with the objective of building a portfolio that fits the client’s individual needs. Advisor Partners invests primarily in exchange-traded equity securities, exchange-traded funds (ETFs), and American Depository Receipts (ADRs). | Fondateur | 31/12/2010 |
CCM Partners LP
 CCM Partners LP Investment ManagersFinance SCM is a multi-strategy asset manager that seeks to build high conviction portfolios from their best ideas and make investment decisions based on a long-term horizon which supports the goals of each client. The investment team uses a combined top-down/bottom-up approach to making investment decisions. | Corporate Officer/Principal | - |
Bellatore Financial, Inc.
 Bellatore Financial, Inc. Investment ManagersFinance Bellatore uses a comprehensive set of investment tools and services to deliver consistent investment results for Financial Advisors to use with their clients. The firm develops its investment process based on rigorous research and a disciplined, academically based investment philosophy. Their distinct investment philosophy forms the foundation for all their investment programs, tools and services. | President | - |
Formation de Dennis Patrick Clark
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
3
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
CCM Partners LP
CCM Partners LP Investment ManagersFinance SCM is a multi-strategy asset manager that seeks to build high conviction portfolios from their best ideas and make investment decisions based on a long-term horizon which supports the goals of each client. The investment team uses a combined top-down/bottom-up approach to making investment decisions. | Finance |
University of Oregon
 University of Oregon Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Advisor Partners LLC
Advisor Partners LLC Investment ManagersFinance Advisor Partners applies a research-driven, systematic approach to creating equity portfolios. The firm uses a combination of qualitative and quantitative statistical analysis to build client-specific portfolios that track specific benchmarks. In managing individual accounts, they utilize a quantitative portfolio construction methodology with the objective of building a portfolio that fits the client’s individual needs. Advisor Partners invests primarily in exchange-traded equity securities, exchange-traded funds (ETFs), and American Depository Receipts (ADRs). | Finance |
Bellatore Financial, Inc.
Bellatore Financial, Inc. Investment ManagersFinance Bellatore uses a comprehensive set of investment tools and services to deliver consistent investment results for Financial Advisors to use with their clients. The firm develops its investment process based on rigorous research and a disciplined, academically based investment philosophy. Their distinct investment philosophy forms the foundation for all their investment programs, tools and services. | Finance |
