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Aaron Clark Cpa Cfa
Aaron Clark Cpa Cfa
Managing Director | Mariner
Scottsdale, Arizona, United States
Aaron Clark Cpa Cfa
AI Summary
Aaron Clark is a seasoned investment professional with a strong foundation in public accounting and extensive experience in institutional investment management. Currently serving as Managing Director at Mariner Wealth Advisors, he specializes in constructing tailored investment portfolios for corporations and institutions. His career spans over two decades, during which he has held significant roles at reputable firms including Bok Financial and JPMorgan. Aaron's expertise encompasses a broad range of financial services, including asset management, financial modeling, and strategic financial planning. Notably, he has managed substantial discretionary investment assets and led a team of senior portfolio managers. His academic background includes a Magna Cum Laude degree in Accounting from The University of Tulsa. Aaron's unique blend of skills in finance and leadership positions him as a valuable asset in the investment landscape.
Aaron Clark Cpa Cfa
Work Experience
Managing Director at
Mariner
November 2019 - Present
Managing Director, Institutional Investments at
BOK Financial
June 2011 - November 2019
VP, Tulsa Market Manager/Sr. Portfolio Manager at
BOK Financial
May 2009 - June 2011
VP, Asset Management at
J.P. Morgan
July 2007 - May 2009
Vice President and Director of Research at
Paragon Capital Advisors
October 2005 - July 2007
Senior Auditor at
PUBLIC ACCOUNTING COMPANY LIMITED
May 2001 - October 2005
Aaron Clark Cpa Cfa
Education
The University of Tulsa, Bsba, Magna Cum Laude
January 1997 - January 2001
Frequently Asked Questions about Aaron Clark Cpa Cfa
What is Aaron Clark Cpa Cfa email address?
Aaron Clark Cpa Cfa's primary email address is ******@bokf.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Aaron Clark Cpa Cfa work for?
Aaron Clark Cpa Cfa is a Managing Director at Mariner, a company specializing in Functions related to depository banking.
Where Aaron Clark Cpa Cfa graduated from?
Aaron Clark Cpa Cfa holds a degree in Accounting from The University of Tulsa.
How can I directly contact Aaron Clark Cpa Cfa?
To contact Aaron Clark Cpa Cfa directly, you can use the email address ******@bokf.com. Complete contact information is available upon registration with Muraena.
Who is Aaron Clark Cpa Cfa?
Aaron Clark is a seasoned investment professional with a strong foundation in public accounting and extensive experience in institutional investment management. Currently serving as Managing Director at Mariner Wealth Advisors, he specializes in constructing tailored investment portfolios for corporations and institutions. His career spans over two decades, during which he has held significant roles at reputable firms including Bok Financial and JPMorgan. Aaron's expertise encompasses a broad range of financial services, including asset management, financial modeling, and strategic financial planning. Notably, he has managed substantial discretionary investment assets and led a team of senior portfolio managers. His academic background includes a Magna Cum Laude degree in Accounting from The University of Tulsa. Aaron's unique blend of skills in finance and leadership positions him as a valuable asset in the investment landscape.
Aaron`s contact details
******@bokf.com
***********@marinerwealthadvisors.com
Colleagues
Regional Vice President
Managing Director- Senior Wealth Advisor
Managing Director & Senior Wealth Advisor
Managing Director
Co Founder / Senior Wealth Advisor
Managing Director & Senior Wealth Advisor
Deputy Chief Operating Officer
Senior Managing Director
Managing Director
Managing Director, Wealth Solutions