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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.
Postes actifs de George Clark
| Sociétés | Poste | Début |
|---|---|---|
Venturi Wealth Management LLC
 Venturi Wealth Management LLC Investment ManagersFinance Venturi primarily utilizes a fundamental method of analysis. The firm allocates client assets among various mutual funds, ETFs, individual debt and equity securities, options and independent investment managers in accordance with their stated investment objectives. Venturi consults with clients on an initial and ongoing basis to assess their specific risk tolerance, time horizon, liquidity constraints and other related factors relevant to the management of their portfolios. | Fondateur | 01/08/2015 |
Formation de George Clark
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
93
Relations au 1er degré
2
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
The University of Texas at Austin
 The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Venturi Wealth Management LLC
Venturi Wealth Management LLC Investment ManagersFinance Venturi primarily utilizes a fundamental method of analysis. The firm allocates client assets among various mutual funds, ETFs, individual debt and equity securities, options and independent investment managers in accordance with their stated investment objectives. Venturi consults with clients on an initial and ongoing basis to assess their specific risk tolerance, time horizon, liquidity constraints and other related factors relevant to the management of their portfolios. | Finance |
