Profiel
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.
Eerdere bekende functies van Dennis Patrick Clark
| Bedrijven | Functie | Einde |
|---|---|---|
Advisor Partners LLC
 Advisor Partners LLC Investment ManagersFinance Advisor Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. It was founded by Andrew Rudd and Dennis Clark in 2001. In 2022, the firm was acquired by Pathstone Family Office LLC, a subsidiary of Pathstone Holdings LLC. Advisor Partners provides discretionary investment advice and management to individual clients of registered investment advisers (RIAs) and financial institutions through two distinct investment programs: separately managed accounts and model portfolio consulting. | Oprichter | 31-12-2010 |
CCM Partners LP
 CCM Partners LP Investment ManagersFinance CCM Partners LP, do-business-as Shelton Capital Management (SCM), is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Denver, Colorado. Founded in 1985, SCM provides investment management services to mutual funds, institutions, individuals, retirement plans and their sponsors, and other entities. | Corporate Officer/Principal | - |
Bellatore Financial, Inc.
 Bellatore Financial, Inc. Investment ManagersFinance Bellatore Financial, Inc. (Bellatore) is a SEC-registered investment advisor headquartered in Pleasant Hill, California. The firm was founded by Al Steele in 2007 and is principally owned by Bella Fund Holdings, Inc. Bellatore provides asset management services to select financial advisory businesses across the US. | President | - |
Opleiding van Dennis Patrick Clark
| University of Oregon | Undergraduate Degree |
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| Bedrijven in privébezit | 3 |
|---|---|
CCM Partners LP
CCM Partners LP Investment ManagersFinance CCM Partners LP, do-business-as Shelton Capital Management (SCM), is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Denver, Colorado. Founded in 1985, SCM provides investment management services to mutual funds, institutions, individuals, retirement plans and their sponsors, and other entities. | Finance |
Advisor Partners LLC
Advisor Partners LLC Investment ManagersFinance Advisor Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. It was founded by Andrew Rudd and Dennis Clark in 2001. In 2022, the firm was acquired by Pathstone Family Office LLC, a subsidiary of Pathstone Holdings LLC. Advisor Partners provides discretionary investment advice and management to individual clients of registered investment advisers (RIAs) and financial institutions through two distinct investment programs: separately managed accounts and model portfolio consulting. | Finance |
Bellatore Financial, Inc.
Bellatore Financial, Inc. Investment ManagersFinance Bellatore Financial, Inc. (Bellatore) is a SEC-registered investment advisor headquartered in Pleasant Hill, California. The firm was founded by Al Steele in 2007 and is principally owned by Bella Fund Holdings, Inc. Bellatore provides asset management services to select financial advisory businesses across the US. | Finance |
